Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Total 13F shares
-
12,792,269
-
Share change
-
+127,187
-
Total reported value
-
$610,641,216
-
Put/Call ratio
-
98%
-
Price per share
-
$47.72
-
Number of holders
-
138
-
Value change
-
+$6,315,831
-
Number of buys
-
80
-
Number of sells
-
48
Institutional Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2014
As of 30 Jun 2014,
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,792,269 shares.
The largest 10 holders included
PLANNING ALTERNATIVES LTD /ADV, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Retirement Planning Group, Destination Wealth Management, HT Partners LLC, HENGEHOLD CAPITAL MANAGEMENT LLC, Financial Advisory Service, Inc., MORGAN STANLEY, and Apriem Advisors.
This page lists
138
institutional shareholders reporting positions in this security
for the Q2 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.