Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
6,029,384
-
Share change
-
-597,200
-
Total reported value
-
$261,126,759
-
Price per share
-
$43.27
-
Number of holders
-
108
-
Value change
-
-$26,677,666
-
Number of buys
-
55
-
Number of sells
-
48
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q1 2015
As of 31 Mar 2015,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
108 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,029,384 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Gemmer Asset Management LLC, ENVESTNET ASSET MANAGEMENT INC, Summit Asset Management, LLC, Xulu, Inc., Sequoia Financial Advisors, LLC, One Capital Management, LLC, and VALENTINE VENTURES LLC.
This page lists
108
institutional shareholders reporting positions in this security
for the Q1 2015 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.