Q2 2014 13F Holders as of 6/30/2014
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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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77
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Total shares
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5.24M
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Shares change
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-210K
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Total reported value, excl. options
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$254M
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Value change
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-$9.62M
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Number of buys
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44
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Number of sells
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-33
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Price
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$48.52
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q2 2014
77 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q2 2014.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.24M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.37M shares), Marquette Asset Management Inc. (821K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (491K shares), Gemmer Asset Management LLC (236K shares), Financial Advisory Service, Inc. (225K shares), Summit Asset Management, LLC (219K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (189K shares), ENVESTNET ASSET MANAGEMENT INC (147K shares), Newman Dignan & Sheerar, Inc. (121K shares), and One Capital Management, LLC (112K shares).
This table shows the top 77 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.