Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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847
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Total shares
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92.3M
-
Shares change
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+759K
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Total reported value, excl. options
-
$7.51B
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Value change
-
+$67.6M
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Put/Call ratio
-
0.08
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Number of buys
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360
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Number of sells
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-394
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Price
-
$81.43
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2024
4 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2024.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 847 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92.3M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.1M shares), Creative Planning (10.1M shares), HighTower Advisors, LLC (3.69M shares), MONETA GROUP INVESTMENT ADVISORS LLC (2.16M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.14M shares), Cerity Partners LLC (1.98M shares), Prime Capital Investment Advisors, LLC (1.84M shares), Advisory Alpha, LLC (1.71M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.71M shares), and UBS Group AG (1.56M shares).
This table shows the top 847 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.