Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
7,372,475
-
Share change
-
+249,122
-
Total reported value
-
$272,210,387
-
Price per share
-
$36.85
-
Number of holders
-
98
-
Value change
-
+$9,230,722
-
Number of buys
-
58
-
Number of sells
-
29
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2014
As of 31 Mar 2014,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
98 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,372,475 shares.
The largest 10 holders included
Homrich & Berg, ASSET ADVISORS CORP, Summit Asset Management, LLC, GOLDMAN SACHS GROUP INC, FRONTIER INVESTMENT MGMT CO, HENGEHOLD CAPITAL MANAGEMENT LLC, Brouwer & Janachowski, LLC, ATRIA INVESTMENTS LLC, Taylor, Cottrill, Erickson & Associates, Inc., and Apriem Advisors.
This page lists
98
institutional shareholders reporting positions in this security
for the Q1 2014 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.