Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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567
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Total shares
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58.1M
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Shares change
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+5.26M
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Total reported value, excl. options
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$2.46B
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Value change
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+$194M
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Number of buys
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271
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Number of sells
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-326
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Price
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$42.16
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2020
564 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2020.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 567 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 58.1M shares
.
Largest 10 shareholders include Creative Planning (5.45M shares), Financial Engines Advisors L.L.C. (3.17M shares), SVA Wealth Management, LLC (1.7M shares), Legacy Wealth Management, Inc (1.62M shares), UBS Group AG (1.35M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.27M shares), HighTower Advisors, LLC (1.17M shares), Prime Capital Investment Advisors, LLC (1.16M shares), HBK Sorce Advisory LLC (1.08M shares), and Raymond James Financial Services Advisors, Inc. (1.02M shares).
This table shows the top 567 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.