Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US SML CAP ETF
-
Total 13F shares
-
9,097,499
-
Share change
-
+1,138,953
-
Total reported value
-
$523,295,259
-
Put/Call ratio
-
90%
-
Price per share
-
$57.58
-
Number of holders
-
192
-
Value change
-
+$65,724,636
-
Number of buys
-
120
-
Number of sells
-
55
Institutional Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2015
As of 31 Mar 2015,
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) was held by
192 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,097,499 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., HBK Sorce Advisory LLC, WOOSTER CORTHELL WEALTH MANAGEMENT, INC., UNITED CAPITAL FINANCIAL ADVISERS, LLC, SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Sharkey, Howes & Javer, SVA Plumb Wealth Management, LLC, Spectrum Management Group, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and PIERSHALE FINANCIAL GROUP, INC..
This page lists
192
institutional shareholders reporting positions in this security
for the Q1 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.