Q4 2018 13F Holders as of 12/31/2018
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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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372
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Total shares
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51.6M
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Shares change
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+6.52M
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Total reported value, excl. options
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$2.56B
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Value change
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+$315M
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Number of buys
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215
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Number of sells
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-116
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Price
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$49.29
Significant Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2018
372 filings reported holding SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF as of Q4 2018.
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) has 372 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 51.6M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (14.5M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.11M shares), BANK OF AMERICA CORP /DE/ (2.58M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.15M shares), MATHER GROUP, LLC. (1.9M shares), Betterment LLC (1.53M shares), SEI INVESTMENTS CO (1.37M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.06M shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (936K shares), and UBS Group AG (828K shares).
This table shows the top 372 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.