Q3 2020 13F Holders as of 9/30/2020
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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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579
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Total shares
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61.6M
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Shares change
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+764K
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Total reported value, excl. options
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$3.43B
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Value change
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+$45.7M
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Put/Call ratio
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0
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Number of buys
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235
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Number of sells
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-282
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Price
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$55.48
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2020
575 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2020.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 579 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61.6M shares
.
Largest 10 shareholders include Creative Planning (5.58M shares), Financial Engines Advisors L.L.C. (4.86M shares), SVA Wealth Management, LLC (1.73M shares), AMERIPRISE FINANCIAL INC (1.62M shares), UBS Group AG (1.6M shares), HighTower Advisors, LLC (1.53M shares), Prime Capital Investment Advisors, LLC (1.24M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.21M shares), Raymond James Financial Services Advisors, Inc. (1.19M shares), and Legacy Wealth Management, Inc (1.13M shares).
This table shows the top 579 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.