Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
657
-
Total shares
-
67.2M
-
Shares change
-
-366K
-
Total reported value, excl. options
-
$4.99B
-
Value change
-
-$30.3M
-
Number of buys
-
299
-
Number of sells
-
-294
-
Price
-
$74.43
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2021
655 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 657 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67.2M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (7.23M shares), Creative Planning (5.58M shares), HighTower Advisors, LLC (2.31M shares), UBS Group AG (1.63M shares), Prime Capital Investment Advisors, LLC (1.52M shares), AMERIPRISE FINANCIAL INC (1.41M shares), BLB&B Advisors, LLC (1.22M shares), Raymond James Financial Services Advisors, Inc. (1.17M shares), Legacy Wealth Management, Inc (1.16M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.14M shares).
This table shows the top 657 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.