Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
205
-
Total 13F shares, excl. options
-
24.3M
-
Shares change
-
+10.1M
-
Total reported value, excl. options
-
$1.36B
-
Value change
-
+$565M
-
Put/Call ratio
-
0
-
Number of buys
-
109
-
Number of sells
-
-56
-
Price
-
$55.83
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2016
215 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2016.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 205 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.3M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.6M shares), HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV (3.97M shares), Marquette Asset Management Inc. (768K shares), TOTAL INVESTMENT MANAGEMENT INC (700K shares), Krilogy Financial LLC (541K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (521K shares), Sharkey, Howes & Javer (425K shares), LPL Financial LLC (325K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (317K shares), and Raymond James Financial Services Advisors, Inc. (309K shares).
This table shows the top 205 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.