Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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766
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Total shares
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88.1M
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Shares change
-
-85.4K
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Total reported value, excl. options
-
$5.97B
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Value change
-
-$5.41M
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Put/Call ratio
-
0.09
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Number of buys
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310
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Number of sells
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-357
-
Price
-
$67.85
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2023
766 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2023.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 766 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 88.1M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (17.8M shares), Creative Planning (10.5M shares), HighTower Advisors, LLC (3.39M shares), Prime Capital Investment Advisors, LLC (1.63M shares), UBS Group AG (1.62M shares), MONETA GROUP INVESTMENT ADVISORS LLC (1.57M shares), Legacy Wealth Management, Inc (1.34M shares), Advisory Alpha, LLC (1.3M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.24M shares), and Gradient Investments LLC (1M shares).
This table shows the top 766 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.