Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / US LCAP GR ETF
-
Total 13F shares
-
7,064,051
-
Share change
-
+686,255
-
Total reported value
-
$365,724,988
-
Put/Call ratio
-
249%
-
Price per share
-
$51.79
-
Number of holders
-
114
-
Value change
-
+$35,605,537
-
Number of buys
-
66
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2014
As of 31 Dec 2014,
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) was held by
114 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,064,051 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Marquette Asset Management Inc., HENGEHOLD CAPITAL MANAGEMENT LLC, PIERSHALE FINANCIAL GROUP, INC., UNITED CAPITAL FINANCIAL ADVISERS, LLC, Financial Advisory Service, Inc., Gemmer Asset Management LLC, Summit Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, and Chevy Chase Trust Holdings, Inc..
This page lists
114
institutional shareholders reporting positions in this security
for the Q4 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.