Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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366
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Total shares
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25.4M
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Shares change
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+305K
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Total reported value, excl. options
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$1.35B
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Value change
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+$16.6M
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Number of buys
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202
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Number of sells
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-102
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Price
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$53.27
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2017
366 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2017.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 366 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.4M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.5M shares), AT Bancorp (1.32M shares), HBK Sorce Advisory LLC (899K shares), Legacy Wealth Management, Inc (742K shares), Brouwer & Janachowski, LLC (712K shares), Sharkey, Howes & Javer (677K shares), CWH Capital Management, Inc. (467K shares), Raymond James Financial Services Advisors, Inc. (453K shares), MORGAN STANLEY (425K shares), and GFS Private Wealth, LLC (400K shares).
This table shows the top 366 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.