Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / US LCAP GR ETF
-
Total 13F shares
-
5,292,449
-
Share change
-
-209,710
-
Total reported value
-
$256,786,405
-
Price per share
-
$48.52
-
Number of holders
-
78
-
Value change
-
-$9,617,323
-
Number of buys
-
44
-
Number of sells
-
33
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q2 2014
As of 30 Jun 2014,
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,292,449 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Marquette Asset Management Inc., HENGEHOLD CAPITAL MANAGEMENT LLC, Gemmer Asset Management LLC, Financial Advisory Service, Inc., Summit Asset Management, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Newman Dignan & Sheerar, Inc., and One Capital Management, LLC.
This page lists
78
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 |
* 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.