Q2 2015 13F Holders as of 6/30/2015
-
Type / Class
-
Equity / US BRD MKT ETF
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Number of holders
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195
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Total shares
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21.5M
-
Shares change
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+39.9K
-
Total reported value, excl. options
-
$1.08B
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Value change
-
+$1.67M
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Put/Call ratio
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0.2
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Number of buys
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114
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Number of sells
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-57
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Price
-
$50.23
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2015
197 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q2 2015.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 195 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 (2.3M shares), PLANNING ALTERNATIVES LTD /ADV (1.62M shares), Destination Wealth Management (1.08M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.04M shares), Retirement Planning Group (930K shares), P-Solve LLC (801K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (777K shares), Evensky & Katz LLC (658K shares), ENVESTNET ASSET MANAGEMENT INC (653K shares), and OGOREK ANTHONY JOSEPH /NY/ /ADV (637K shares).
This table shows the top 195 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.