Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / US LRG CAP ETF
-
Total 13F shares
-
14,926,366
-
Share change
-
+7,518
-
Total reported value
-
$657,953,624
-
Price per share
-
$44.08
-
Number of holders
-
121
-
Value change
-
+$332,380
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2013
As of 31 Dec 2013,
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) was held by
121 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,926,366 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., SAGE FINANCIAL GROUP INC, SCHWAB CHARLES INVESTMENT MANAGEMENT INC, HBK Sorce Advisory LLC, Empirical Financial Services, LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, MORGAN STANLEY, CWH Capital Management, Inc., Financial Management Professionals, Inc., and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC.
This page lists
121
institutional shareholders reporting positions in this security
for the Q4 2013 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.