Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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571
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Total shares
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61.8M
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Shares change
-
+2.95M
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Total reported value, excl. options
-
$3.25B
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Value change
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+$165M
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Number of buys
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233
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Number of sells
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-322
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Price
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$52.62
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2020
568 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2020.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 571 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61.8M shares
.
Largest 10 shareholders include Creative Planning (5.59M shares), Financial Engines Advisors L.L.C. (3.88M shares), SVA Wealth Management, LLC (1.72M shares), AMERIPRISE FINANCIAL INC (1.59M shares), HighTower Advisors, LLC (1.5M shares), UBS Group AG (1.5M shares), FormulaFolio Investments, LLC (1.33M shares), Prime Capital Investment Advisors, LLC (1.26M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.23M shares), and HBK Sorce Advisory LLC (1.17M shares).
This table shows the top 571 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.