Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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471
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Total shares
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35.1M
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Shares change
-
+1.48M
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Total reported value, excl. options
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$1.69B
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Value change
-
+$58.6M
-
Number of buys
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253
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Number of sells
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-170
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Price
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$47.93
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2018
469 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2018.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 471 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35.1M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.6M shares), AT Bancorp (1.21M shares), HBK Sorce Advisory LLC (947K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (928K shares), AMERIPRISE FINANCIAL INC (925K shares), Legacy Wealth Management, Inc (850K shares), Brouwer & Janachowski, LLC (716K shares), Raymond James Financial Services Advisors, Inc. (673K shares), BLB&B Advisors, LLC (627K shares), and JMG Financial Group, Ltd. (626K shares).
This table shows the top 471 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.