Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
133
-
Total shares
-
12.4M
-
Shares change
-
+652K
-
Total reported value, excl. options
-
$567M
-
Value change
-
+$29.9M
-
Put/Call ratio
-
0
-
Number of buys
-
81
-
Number of sells
-
-39
-
Price
-
$45.71
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q1 2014
134 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q1 2014.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.4M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.91M shares), PLANNING ALTERNATIVES LTD /ADV (1.88M shares), ENVESTNET ASSET MANAGEMENT INC (1.66M shares), Destination Wealth Management (964K shares), Retirement Planning Group (948K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (608K shares), HT Partners LLC (384K shares), MORGAN STANLEY (351K shares), Apriem Advisors (282K shares), and Gateway Advisory, LLC (264K shares).
This table shows the top 133 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.