Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
127
-
Total 13F shares, excl. options
-
7.18M
-
Shares change
-
-33.2K
-
Total reported value, excl. options
-
$387M
-
Value change
-
-$1.19M
-
Put/Call ratio
-
0
-
Number of buys
-
73
-
Number of sells
-
-46
-
Price
-
$53.87
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2015
137 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2015.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.18M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.5M shares), Marquette Asset Management Inc. (751K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (471K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (270K shares), Financial Advisory Service, Inc. (260K shares), Gemmer Asset Management LLC (259K shares), ENVESTNET ASSET MANAGEMENT INC (215K shares), Summit Asset Management, LLC (208K shares), Chevy Chase Trust Holdings, Inc. (157K shares), and Apriem Advisors (138K shares).
This table shows the top 127 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.