Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
5,410,398
-
Share change
-
+1,244,820
-
Total reported value
-
$230,568,086
-
Price per share
-
$42.64
-
Number of holders
-
78
-
Value change
-
+$53,055,306
-
Number of buys
-
44
-
Number of sells
-
28
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q3 2014
As of 30 Sep 2014,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,410,398 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Financial Management Professionals, Inc., Gemmer Asset Management LLC, Summit Asset Management, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, One Capital Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Sequoia Financial Advisors, LLC, PIERSHALE FINANCIAL GROUP, INC., and Newman Dignan & Sheerar, Inc..
This page lists
78
institutional shareholders reporting positions in this security
for the Q3 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.