Security key
808524201
- Type / Class
- Equity / US LRG CAP ETF
- Total 13F shares
- 18,419,325
- Share change
- +1,696,846
- Total reported value
- $862,577,288
- Put/Call ratio
- 63%
- Price per share
- $46.83
- Number of holders
- 148
- Value change
- +$79,599,578
- Number of buys
- 94
- Number of sells
- 44
Report period
Q2 2014
Institutions
148
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524201
Recent filing periods:
Top shareholders of SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q2 2014
As of 30 Jun 2014,
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) was held by
148 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,419,325 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, HOKANSON ASSOCIATES, INC., COBBLESTONE CAPITAL ADVISORS LLC /NY/, Financial Management Professionals, Inc., EVERMAY WEALTH MANAGEMENT LLC, and MORGAN STANLEY.
This page lists
148
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 |
|---|
Compare Q2 2014 vs Q1 2014 Across Filers
Q1 2014 holders
134
Q2 2014 holders
148
Holder diff
14
| Investor | Q1 2014 Shares | Q2 2014 Shares | Share Diff | Share Chg % | Q1 2014 Value $ | Q2 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.