Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
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758
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Total shares
-
90.6M
-
Shares change
-
+4.12M
-
Total reported value, excl. options
-
$6.13B
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Value change
-
+$278M
-
Put/Call ratio
-
0.01
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Number of buys
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328
-
Number of sells
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-332
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Price
-
$67.68
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2023
757 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2023.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 758 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 90.6M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (20.5M shares), Creative Planning (10.2M shares), HighTower Advisors, LLC (3.58M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.44M shares), MONETA GROUP INVESTMENT ADVISORS LLC (1.84M shares), Prime Capital Investment Advisors, LLC (1.71M shares), UBS Group AG (1.61M shares), Advisory Alpha, LLC (1.48M shares), Legacy Wealth Management, Inc (1.37M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.27M shares).
This table shows the top 758 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.