Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / US LCAP GR ETF
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Number of holders
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166
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Total shares
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13.2M
-
Shares change
-
+1.22M
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Total reported value, excl. options
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$693M
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Value change
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+$63.7M
-
Number of buys
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84
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Number of sells
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-81
-
Price
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$52.42
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2016
167 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2016.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 166 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.2M shares
.
Largest 10 shareholders include TMFS HOLDINGS LLC (4.38M shares), Marquette Asset Management Inc. (722K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (657K shares), LPL Financial LLC (539K shares), Financial Management Professionals, Inc. (507K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (470K shares), Krilogy Financial LLC (435K shares), Sharkey, Howes & Javer (264K shares), Financial Advisory Service, Inc. (259K shares), and Gemmer Asset Management LLC (257K shares).
This table shows the top 166 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.