Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / US BRD MKT ETF
-
Total 13F shares
-
21,541,098
-
Share change
-
+119,373
-
Total reported value
-
$1,082,342,155
-
Put/Call ratio
-
20%
-
Price per share
-
$50.23
-
Number of holders
-
195
-
Value change
-
+$5,668,258
-
Number of buys
-
116
-
Number of sells
-
57
Institutional Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2015
As of 30 Jun 2015,
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) was held by
195 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,541,098 shares.
The largest 10 holders included
WEALTHFRONT INC, PLANNING ALTERNATIVES LTD /ADV, Destination Wealth Management, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Retirement Planning Group, P-Solve LLC, HENGEHOLD CAPITAL MANAGEMENT LLC, Evensky & Katz LLC, ENVESTNET ASSET MANAGEMENT INC, and OGOREK ANTHONY JOSEPH /NY/ /ADV.
This page lists
195
institutional shareholders reporting positions in this security
for the Q2 2015 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.