Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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180
-
Total shares
-
19.8M
-
Shares change
-
+4.28M
-
Total reported value, excl. options
-
$986M
-
Value change
-
+$214M
-
Put/Call ratio
-
0.63
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Number of buys
-
115
-
Number of sells
-
-46
-
Price
-
$49.82
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q4 2014
181 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 180 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19.8M shares
.
Largest 10 shareholders include PLANNING ALTERNATIVES LTD /ADV (1.74M shares), WEALTHFRONT INC (1.71M shares), BESSEMER GROUP INC (1.42M shares), Destination Wealth Management (1.3M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.29M shares), FORT PITT CAPITAL GROUP INC (1.05M shares), ENVESTNET ASSET MANAGEMENT INC (978K shares), Retirement Planning Group (939K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (769K shares), and P-Solve LLC (690K shares).
This table shows the top 180 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.