Q3 2014 13F Holders as of 9/30/2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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151
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Total shares
-
13.9M
-
Shares change
-
+1.11M
-
Total reported value, excl. options
-
$658M
-
Value change
-
+$52.7M
-
Put/Call ratio
-
0.78
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Number of buys
-
97
-
Number of sells
-
-43
-
Price
-
$47.55
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q3 2014
153 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q3 2014.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 151 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.9M shares
.
Largest 10 shareholders include PLANNING ALTERNATIVES LTD /ADV (1.78M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.37M shares), Destination Wealth Management (1.28M shares), ENVESTNET ASSET MANAGEMENT INC (1.09M shares), Retirement Planning Group (940K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (616K shares), HT Partners LLC (537K shares), FORT PITT CAPITAL GROUP INC (528K shares), Financial Advisory Service, Inc. (514K shares), and Apriem Advisors (364K shares).
This table shows the top 151 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.