Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
114
-
Total shares
-
7.06M
-
Shares change
-
+686K
-
Total reported value, excl. options
-
$366M
-
Value change
-
+$35.6M
-
Put/Call ratio
-
2.49
-
Number of buys
-
66
-
Number of sells
-
-21
-
Price
-
$51.79
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2014
116 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.06M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.6M shares), Marquette Asset Management Inc. (753K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (475K shares), PIERSHALE FINANCIAL GROUP, INC. (275K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (263K shares), Financial Advisory Service, Inc. (245K shares), Gemmer Asset Management LLC (240K shares), Summit Asset Management, LLC (218K shares), ENVESTNET ASSET MANAGEMENT INC (213K shares), and Chevy Chase Trust Holdings, Inc. (175K shares).
This table shows the top 114 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.