Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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435
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Total shares
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31.5M
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Shares change
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+1.92M
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Total reported value, excl. options
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$1.82B
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Value change
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+$112M
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Put/Call ratio
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0
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Number of buys
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248
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Number of sells
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-145
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Price
-
$57.84
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2018
435 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2018.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 435 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 31.5M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.55M shares), AT Bancorp (1.21M shares), Financial Engines Advisors L.L.C. (1.05M shares), HBK Sorce Advisory LLC (969K shares), Legacy Wealth Management, Inc (845K shares), AMERIPRISE FINANCIAL INC (815K shares), Brouwer & Janachowski, LLC (715K shares), Sharkey, Howes & Javer (629K shares), Cambridge Investment Research Advisors, Inc. (528K shares), and BLB&B Advisors, LLC (493K shares).
This table shows the top 435 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.