Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
-
687
-
Total shares
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72M
-
Shares change
-
+5.28M
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Total reported value, excl. options
-
$5.63B
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Value change
-
+$412M
-
Number of buys
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335
-
Number of sells
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-256
-
Price
-
$78.27
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2021
684 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2021.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 687 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (8.28M shares), Creative Planning (5.37M shares), HighTower Advisors, LLC (2.36M shares), Brookstone Capital Management (2.26M shares), UBS Group AG (1.72M shares), Prime Capital Investment Advisors, LLC (1.54M shares), AMERIPRISE FINANCIAL INC (1.39M shares), MERCER GLOBAL ADVISORS INC /ADV (1.33M shares), BLB&B Advisors, LLC (1.27M shares), and Thrivent Financial for Lutherans (1.21M shares).
This table shows the top 687 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.