Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
114
-
Total 13F shares, excl. options
-
7,064,051
-
Shares change
-
+686,255
-
Total reported value, excl. options
-
$365,724,988
-
Value change
-
+$35,605,537
-
Put/Call ratio
-
249%
-
Number of buys
-
66
-
Number of sells
-
-21
-
Price
-
$51.79
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2014
117 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,064,051 shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1,602,847 shares), Marquette Asset Management Inc. (753,199 shares), HENGEHOLD CAPITAL MANAGEMENT LLC (474,975 shares), PIERSHALE FINANCIAL GROUP, INC. (274,799 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (262,885 shares), Financial Advisory Service, Inc. (244,667 shares), Gemmer Asset Management LLC (240,217 shares), Summit Asset Management, LLC (217,979 shares), ENVESTNET ASSET MANAGEMENT INC (212,681 shares), and Chevy Chase Trust Holdings, Inc. (175,106 shares).
This table shows the top 114 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.