Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
218
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Total shares
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26.2M
-
Shares change
-
+1.96M
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Total reported value, excl. options
-
$1.58B
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Value change
-
+$120M
-
Number of buys
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118
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Number of sells
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-80
-
Price
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$60.48
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2017
218 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2017.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 218 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.2M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (10.9M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (4M shares), Marquette Asset Management Inc. (763K shares), TOTAL INVESTMENT MANAGEMENT INC (694K shares), Krilogy Financial LLC (541K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (516K shares), LPL Financial LLC (365K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (364K shares), Raymond James Financial Services Advisors, Inc. (316K shares), and HENGEHOLD CAPITAL MANAGEMENT LLC (310K shares).
This table shows the top 218 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.