Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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837
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Total shares
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91.2M
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Shares change
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-1.47M
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Total reported value, excl. options
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$7.1B
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Value change
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-$117M
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Put/Call ratio
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0.5
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Number of buys
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317
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Number of sells
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-391
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Price
-
$77.83
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2024
filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2024.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 837 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 91.2M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.2M shares), Creative Planning (10M shares), HighTower Advisors, LLC (3.18M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (2.28M shares), MONETA GROUP INVESTMENT ADVISORS LLC (2.23M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.07M shares), Cerity Partners LLC (1.98M shares), Advisory Alpha, LLC (1.84M shares), UBS Group AG (1.51M shares), and Legacy Wealth Management, Inc (1.34M shares).
This table shows the top 837 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.