Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Total 13F shares
-
12,472,221
-
Share change
-
+711,510
-
Total reported value
-
$570,105,889
-
Put/Call ratio
-
0%
-
Price per share
-
$45.71
-
Number of holders
-
135
-
Value change
-
+$32,629,558
-
Number of buys
-
83
-
Number of sells
-
39
Institutional Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q1 2014
As of 31 Mar 2014,
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) was held by
135 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,472,221 shares.
The largest 10 holders included
UNITED CAPITAL FINANCIAL ADVISERS, LLC, PLANNING ALTERNATIVES LTD /ADV, ENVESTNET ASSET MANAGEMENT INC, Destination Wealth Management, Retirement Planning Group, HENGEHOLD CAPITAL MANAGEMENT LLC, HT Partners LLC, MORGAN STANLEY, Apriem Advisors, and Gateway Advisory, LLC.
This page lists
135
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| 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.