Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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267
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Total shares
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20M
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Shares change
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+2.25M
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Total reported value, excl. options
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$948M
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Value change
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+$107M
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Number of buys
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180
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Number of sells
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-73
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Price
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$47.33
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2017
266 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2017.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 267 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.41M shares), Legacy Wealth Management, Inc (961K shares), Sharkey, Howes & Javer (947K shares), HBK Sorce Advisory LLC (742K shares), Brouwer & Janachowski, LLC (694K shares), AT Bancorp (690K shares), Raymond James Financial Services Advisors, Inc. (513K shares), CWH Capital Management, Inc. (498K shares), ProVise Management Group, LLC (376K shares), and Nadler Financial Group, Inc. (370K shares).
This table shows the top 267 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.