Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
5,885,722
-
Share change
-
-146,401
-
Total reported value
-
$253,433,386
-
Price per share
-
$43.03
-
Number of holders
-
111
-
Value change
-
-$6,258,259
-
Number of buys
-
55
-
Number of sells
-
45
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q2 2015
As of 30 Jun 2015,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
111 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,885,722 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Xulu, Inc., UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Summit Asset Management, LLC, Gemmer Asset Management LLC, Sequoia Financial Advisors, LLC, One Capital Management, LLC, and LPL Financial LLC.
This page lists
111
institutional shareholders reporting positions in this security
for the Q2 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.