Q4 2019 13F Holders as of 12/31/2019
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Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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610
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Total shares
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52.9M
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Shares change
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-347K
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Total reported value, excl. options
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$3.18B
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Value change
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-$13.1M
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Put/Call ratio
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0.18
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Number of buys
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291
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Number of sells
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-195
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Price
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$60.15
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2019
606 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2019.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 610 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52.9M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (2.59M shares), SVA Wealth Management, LLC (1.65M shares), Legacy Wealth Management, Inc (1.43M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.08M shares), UBS Group AG (1.07M shares), BLB&B Advisors, LLC (1.04M shares), HBK Sorce Advisory LLC (1.01M shares), AMERIPRISE FINANCIAL INC (978K shares), Prime Capital Investment Advisors, LLC (880K shares), and FormulaFolio Investments, LLC (829K shares).
This table shows the top 610 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.