Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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827
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Total shares
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89.8M
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Shares change
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-1.11M
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Total reported value, excl. options
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$6.76B
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Value change
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-$76.2M
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Put/Call ratio
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0.37
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Number of buys
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352
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Number of sells
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-347
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Price
-
$75.32
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2023
1 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2023.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 827 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 89.8M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.1M shares), Creative Planning (10.3M shares), HighTower Advisors, LLC (3.64M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.19M shares), MONETA GROUP INVESTMENT ADVISORS LLC (2M shares), Prime Capital Investment Advisors, LLC (1.72M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.59M shares), UBS Group AG (1.57M shares), Advisory Alpha, LLC (1.53M shares), and Legacy Wealth Management, Inc (1.4M shares).
This table shows the top 827 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.