Q2 2015 13F Holders as of 6/30/2015
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Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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130
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Total shares
-
7.77M
-
Shares change
-
+561K
-
Total reported value, excl. options
-
$417M
-
Value change
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+$30.1M
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Put/Call ratio
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0.68
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Number of buys
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75
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Number of sells
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-45
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Price
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$53.67
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q2 2015
132 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q2 2015.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.77M shares
.
Largest 10 shareholders include CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (1.22M shares), Financial Management Professionals, Inc. (780K shares), Marquette Asset Management Inc. (727K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (459K shares), Financial Advisory Service, Inc. (266K shares), Gemmer Asset Management LLC (264K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (249K shares), ENVESTNET ASSET MANAGEMENT INC (213K shares), Summit Asset Management, LLC (203K shares), and Chevy Chase Trust Holdings, Inc. (153K shares).
This table shows the top 130 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.