Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / US LRG CAP ETF
-
Total 13F shares
-
19,135,928
-
Share change
-
+795,258
-
Total reported value
-
$899,022,736
-
Put/Call ratio
-
70%
-
Price per share
-
$46.99
-
Number of holders
-
151
-
Value change
-
+$37,450,197
-
Number of buys
-
90
-
Number of sells
-
51
Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q3 2014
As of 30 Sep 2014,
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) was held by
151 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,135,928 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., SAGE FINANCIAL GROUP INC, SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Empirical Financial Services, LLC, HBK Sorce Advisory LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, HOKANSON ASSOCIATES, INC., Financial Management Professionals, Inc., CWH Capital Management, Inc., and EVERMAY WEALTH MANAGEMENT LLC.
This page lists
151
institutional shareholders reporting positions in this security
for the Q3 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.