Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
192
-
Total shares
-
21.5M
-
Shares change
-
+1.72M
-
Total reported value, excl. options
-
$1.09B
-
Value change
-
+$86.7M
-
Put/Call ratio
-
0.26
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Number of buys
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119
-
Number of sells
-
-62
-
Price
-
$50.48
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q1 2015
193 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q1 2015.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 192 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.5M shares
.
Largest 10 shareholders include WEALTHFRONT INC (2.03M shares), PLANNING ALTERNATIVES LTD /ADV (1.69M shares), Destination Wealth Management (1.28M shares), BESSEMER GROUP INC (1.12M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.05M shares), Retirement Planning Group (939K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (784K shares), P-Solve LLC (739K shares), ENVESTNET ASSET MANAGEMENT INC (727K shares), and HT Partners LLC (663K shares).
This table shows the top 192 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.