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Schwab U.S. Mid Cap ETF Institutional Ownership

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 41.68%
Total Shares Outstanding (millions) 108
Total Value of Holdings (millions) $2,530

Active Positions

Holders Shares
Increased Positions 317 10,700,916
Decreased Positions 176 2,568,525
Held Positions 58 31,865,095
Total Institutional Shares 551 45,134,536

New and Sold Out Positions


Holders Shares
New Positions 79 5,018,617
Sold Out Positions 24 529,932

551 Institutional Holders
45,134,536 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
FINANCIAL ENGINES ADVISORS L.L.C. 03/31/2019 2,474,878 391,542 18.79 138,742
JOSEPH P. LUCIA & ASSOCIATES, LLC 03/31/2019 2,005,756 2,005,756 New 112,443
SVA PLUMB WEALTH MANAGEMENT, LLC 03/31/2019 1,613,275 10,289 .64 90,440
AT BANCORP 03/31/2019 1,068,029 (138,342) (11.47) 59,874
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 03/31/2019 1,032,527 104,295 11.24 57,883
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 03/31/2019 1,018,037 1,017,935 997,975.49 57,071
HBK SORCE ADVISORY LLC 03/31/2019 957,692 10,736 1.13 53,688
LEGACY WEALTH MANAGEMENT, INC 03/31/2019 928,072 78,243 9.21 52,028
GOLDMAN SACHS GROUP INC 03/31/2019 785,629 745,621 1,863.68 44,042
BLB&B ADVISORS, LLC 03/31/2019 725,041 98,509 15.72 40,646
BROUWER & JANACHOWSKI, LLC 03/31/2019 723,452 7,893 1.10 40,557
UBS GROUP AG 03/31/2019 653,596 103,533 18.82 36,641
AMERIPRISE FINANCIAL INC 03/31/2019 643,678 (281,693) (30.44) 36,085
SFMG, LLC 03/31/2019 624,690 624,690 New 35,020
FRONTIER INVESTMENT MGMT CO 03/31/2019 578,499 578,499 New 32,431

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