Q1 2017 13F Holders as of 3/31/2017
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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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190
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Total shares
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25.4M
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Shares change
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+2.5M
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Total reported value, excl. options
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$1.26B
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Value change
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+$125M
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Number of buys
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111
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Number of sells
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-71
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Price
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$49.68
Significant Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q1 2017
188 filings reported holding SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF as of Q1 2017.
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) has 190 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.4M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.9M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.35M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.61M shares), BlackRock Inc. (754K shares), Krilogy Financial LLC (719K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (602K shares), FINANCIAL COUNSELORS INC (601K shares), BANK OF AMERICA CORP /DE/ (529K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (412K shares), and Apriem Advisors (367K shares).
This table shows the top 190 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.