Q4 2015 13F Holders as of 12/31/2015
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
235
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Total shares
-
30.2M
-
Shares change
-
+4.36M
-
Total reported value, excl. options
-
$1.48B
-
Value change
-
+$214M
-
Put/Call ratio
-
0.14
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Number of buys
-
142
-
Number of sells
-
-71
-
Price
-
$49.04
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q4 2015
236 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 235 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.2M shares
.
Largest 10 shareholders include Milliman Financial Risk Management LLC (3.66M shares), WEALTHFRONT INC (2.37M shares), PLANNING ALTERNATIVES LTD /ADV (1.35M shares), Betterment LLC (1.27M shares), Retirement Planning Group (1.1M shares), FORT PITT CAPITAL GROUP, LLC (1.09M shares), Evensky & Katz LLC (1.01M shares), P-Solve LLC (945K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (837K shares), and ROYAL BANK OF CANADA (823K shares).
This table shows the top 235 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.