Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
-
638
-
Total shares
-
70M
-
Shares change
-
+5.18M
-
Total reported value, excl. options
-
$4.77B
-
Value change
-
+$357M
-
Put/Call ratio
-
0
-
Number of buys
-
280
-
Number of sells
-
-254
-
Price
-
$68.18
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2020
633 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2020.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 638 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (5.93M shares), Creative Planning (5.61M shares), HighTower Advisors, LLC (2.22M shares), FormulaFolio Investments, LLC (2.22M shares), SVA Wealth Management, LLC (1.7M shares), UBS Group AG (1.68M shares), AMERIPRISE FINANCIAL INC (1.53M shares), Prime Capital Investment Advisors, LLC (1.44M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.26M shares), and Legacy Wealth Management, Inc (1.15M shares).
This table shows the top 638 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.