Q4 2015 13F Holders as of 12/31/2015
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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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129
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Total shares
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11.6M
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Shares change
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+2.7M
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Total reported value, excl. options
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$491M
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Value change
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+$116M
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Number of buys
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81
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Number of sells
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-38
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Price
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$42.44
Significant Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2015
128 filings reported holding SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) has 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.6M shares
.
Largest 10 shareholders include TMFS HOLDINGS LLC (4.09M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.02M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (619K shares), BlackRock Inc. (551K shares), LPL Financial LLC (393K shares), MORGAN STANLEY (306K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (258K shares), Sequoia Financial Advisors, LLC (254K shares), Summit Asset Management, LLC (238K shares), and Gemmer Asset Management LLC (209K shares).
This table shows the top 129 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.