Q3 2015 13F Holders as of 9/30/2015
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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213
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Total shares
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21.4M
-
Shares change
-
-151K
-
Total reported value, excl. options
-
$994M
-
Value change
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-$7.4M
-
Put/Call ratio
-
0
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Number of buys
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141
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Number of sells
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-53
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Price
-
$46.38
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q3 2015
213 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q3 2015.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 213 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.4M shares
.
Largest 10 shareholders include WEALTHFRONT INC (1.97M shares), PLANNING ALTERNATIVES LTD /ADV (1.41M shares), Betterment LLC (1.06M shares), Retirement Planning Group (949K shares), Destination Wealth Management (904K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (903K shares), Evensky & Katz LLC (849K shares), P-Solve LLC (787K shares), BANK OF AMERICA CORP /DE/ (709K shares), and OGOREK ANTHONY JOSEPH /NY/ /ADV (648K shares).
This table shows the top 213 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.