Q4 2014 13F Holders as of 12/31/2014
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Type / Class
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Equity / US LCAP VA ETF
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Number of holders
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104
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Total shares
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6.85M
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Shares change
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+565K
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Total reported value, excl. options
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$302M
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Value change
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+$25.1M
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Number of buys
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66
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Number of sells
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-18
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Price
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$44.10
Significant Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2014
104 filings reported holding SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.85M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.79M shares), Financial Management Professionals, Inc. (942K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (396K shares), PIERSHALE FINANCIAL GROUP, INC. (313K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (292K shares), ENVESTNET ASSET MANAGEMENT INC (243K shares), Gemmer Asset Management LLC (242K shares), Summit Asset Management, LLC (232K shares), One Capital Management, LLC (173K shares), and Sequoia Financial Advisors, LLC (157K shares).
This table shows the top 104 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.