Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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841
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Total shares
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92.9M
-
Shares change
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+5.3M
-
Total reported value, excl. options
-
$7.24B
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Value change
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+$354M
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Put/Call ratio
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0.46
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Number of buys
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365
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Number of sells
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-362
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Price
-
$83.09
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2024
filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2024.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 841 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92.9M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (25.9M shares), Creative Planning (9.83M shares), HighTower Advisors, LLC (3.26M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (2.37M shares), Cerity Partners LLC (2.26M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.04M shares), Advisory Alpha, LLC (1.94M shares), UBS Group AG (1.49M shares), Legacy Wealth Management, Inc (1.38M shares), and Fragasso Financial Advisors Inc (1.11M shares).
This table shows the top 841 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.