Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
2,635,296
-
Share change
-
+8,147
-
Total reported value
-
$107,327,649
-
Price per share
-
$40.73
-
Number of holders
-
59
-
Value change
-
+$332,190
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2013
As of 31 Dec 2013,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,635,296 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Summit Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Newman Dignan & Sheerar, Inc., Sequoia Financial Advisors, LLC, SCHRODER INVESTMENT MANAGEMENT GROUP, TrueNorth, Inc., Jane Street Holding, LLC, and LPL Financial LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q4 2013 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.