Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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305
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Total shares
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23.4M
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Shares change
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+1.24M
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Total reported value, excl. options
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$1.17B
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Value change
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+$62.8M
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Number of buys
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201
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Number of sells
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-82
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Price
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$50.11
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2017
304 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2017.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 305 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.4M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.47M shares), AT Bancorp (1.36M shares), HBK Sorce Advisory LLC (880K shares), Sharkey, Howes & Javer (854K shares), Legacy Wealth Management, Inc (729K shares), Brouwer & Janachowski, LLC (719K shares), Financial Engines Advisors L.L.C. (553K shares), CWH Capital Management, Inc. (484K shares), Raymond James Financial Services Advisors, Inc. (427K shares), and MORGAN STANLEY (403K shares).
This table shows the top 305 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.