Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / US LCAP GR ETF
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Number of holders
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66
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Total shares
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5.42M
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Shares change
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+914K
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Total reported value, excl. options
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$249M
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Value change
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+$42.2M
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Number of buys
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40
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Number of sells
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-22
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Price
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$46.00
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2014
66 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2014.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.42M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.11M shares), Marquette Asset Management Inc. (895K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (692K shares), GOLDMAN SACHS GROUP INC (311K shares), Gemmer Asset Management LLC (230K shares), Summit Asset Management, LLC (216K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (188K shares), ENVESTNET ASSET MANAGEMENT INC (156K shares), ProVise Management Group, LLC (155K shares), and Newman Dignan & Sheerar, Inc. (146K shares).
This table shows the top 66 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.