Q3 2014 13F Holders as of 9/30/2014
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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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81
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Total shares
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5.71M
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Shares change
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+474K
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Total reported value, excl. options
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$281M
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Value change
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+$23.3M
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Put/Call ratio
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1.75
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Number of buys
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47
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Number of sells
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-29
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Price
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$49.18
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q3 2014
83 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q3 2014.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.71M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.54M shares), Marquette Asset Management Inc. (773K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (485K shares), Gemmer Asset Management LLC (244K shares), Financial Advisory Service, Inc. (230K shares), Summit Asset Management, LLC (219K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (195K shares), ENVESTNET ASSET MANAGEMENT INC (146K shares), ProVise Management Group, LLC (135K shares), and PIERSHALE FINANCIAL GROUP, INC. (123K shares).
This table shows the top 81 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.