Q3 2015 13F Holders as of 30 Sep 2015
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
9,214,971
-
Share change
-
+89,281
-
Total reported value
-
$368,453,827
-
Price per share
-
$39.82
-
Number of holders
-
107
-
Value change
-
+$3,535,066
-
Number of buys
-
61
-
Number of sells
-
45
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q3 2015
As of 30 Sep 2015,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,214,971 shares.
The largest 10 holders included
TMFS HOLDINGS LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Krilogy Financial LLC, Xulu, Inc., UNITED CAPITAL FINANCIAL ADVISERS, LLC, Summit Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Sequoia Financial Advisors, LLC, and Gemmer Asset Management LLC.
This page lists
107
institutional shareholders reporting positions in this security
for the Q3 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.