Schwab U.S. Mid Cap ETF Institutional Ownership

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 28.34%
Total Shares Outstanding (millions) 60
Total Value of Holdings (millions) $760

Active Positions

Holders Shares
Increased Positions 133 2,682,232
Decreased Positions 64 856,304
Held Positions 27 13,478,451
Total Institutional Shares 224 17,016,987

New and Sold Out Positions


Holders Shares
New Positions 20 625,130
Sold Out Positions 10 432,074

224 Institutional Holders
17,016,987 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
SVA PLUMB WEALTH MANAGEMENT, LLC 09/30/2016 1,308,946 1,488 .11 58,471
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 09/30/2016 1,026,113 14,796 1.46 45,836
LEGACY WEALTH MANAGEMENT, INC 09/30/2016 909,828 237,105 35.25 40,642
PIERSHALE FINANCIAL GROUP, INC. 09/30/2016 791,061 97,657 14.08 35,337
HBK SORCE ADVISORY LLC 09/30/2016 643,639 634,800 7,181.81 28,751
BROUWER & JANACHOWSKI, LLC 09/30/2016 638,854 43,089 7.23 28,538
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 09/30/2016 425,595 26,916 6.75 19,011
MORGAN STANLEY 09/30/2016 408,139 (36,665) (8.24) 18,232
AT BANCORP 09/30/2016 396,360 396,360 New 17,705
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 09/30/2016 379,246 176,624 87.17 16,941
PROVISE MANAGEMENT GROUP, LLC 09/30/2016 335,757 58,444 21.08 14,998
WELLS FARGO & COMPANY/MN 09/30/2016 334,478 (17,775) (5.05) 14,941
SHARKEY, HOWES & JAVER 09/30/2016 316,781 7,878 2.55 14,151
NADLER FINANCIAL GROUP, INC. 09/30/2016 300,223 108,967 56.97 13,411
JMG FINANCIAL GROUP, LTD. 09/30/2016 277,539 11,685 4.40 12,398

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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