Q4 2015 13F Holders as of 12/31/2015
-
Type / Class
-
Equity / US LCAP GR ETF
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Number of holders
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163
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Total shares
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11.9M
-
Shares change
-
+1.44M
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Total reported value, excl. options
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$631M
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Value change
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+$77.1M
-
Number of buys
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92
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Number of sells
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-60
-
Price
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$52.83
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2015
164 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 163 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.9M shares
.
Largest 10 shareholders include TMFS HOLDINGS LLC (3.16M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (859K shares), Marquette Asset Management Inc. (722K shares), LPL Financial LLC (527K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (451K shares), Gemmer Asset Management LLC (267K shares), Financial Advisory Service, Inc. (247K shares), PIERSHALE FINANCIAL GROUP, INC. (236K shares), Raymond James Financial Services Advisors, Inc. (211K shares), and Summit Asset Management, LLC (208K shares).
This table shows the top 163 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.