Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / US LCAP GR ETF
-
Total 13F shares
-
4,120,504
-
Share change
-
+17,868
-
Total reported value
-
$186,411,161
-
Price per share
-
$45.24
-
Number of holders
-
55
-
Value change
-
+$808,295
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2013
As of 31 Dec 2013,
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,120,504 shares.
The largest 10 holders included
Marquette Asset Management Inc., CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, HENGEHOLD CAPITAL MANAGEMENT LLC, Summit Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Eagle Capital Management, LLC, Newman Dignan & Sheerar, Inc., Sequoia Financial Advisors, LLC, and Mariner Wealth Advisors, LLC.
This page lists
55
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.