Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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908
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Total shares
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271M
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Shares change
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+162M
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Total reported value, excl. options
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$7.5B
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Value change
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+$4.46B
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Put/Call ratio
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0.07
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Number of buys
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822
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Number of sells
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-50
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Price
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$27.71
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2024
955 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2024.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 908 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 271M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (59.4M shares), Creative Planning (28.6M shares), HighTower Advisors, LLC (10.1M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (7.58M shares), MONETA GROUP INVESTMENT ADVISORS LLC (7.48M shares), Cerity Partners LLC (6.71M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.09M shares), Advisory Alpha, LLC (5.72M shares), UBS Group AG (4.34M shares), and Legacy Wealth Management, Inc (4.18M shares).
This table shows the top 908 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.