Q4 2017 13F Holders as of 12/31/2017
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Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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320
-
Total shares
-
29.7M
-
Shares change
-
+593K
-
Total reported value, excl. options
-
$2.1B
-
Value change
-
+$43.2M
-
Put/Call ratio
-
0.2
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Number of buys
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133
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Number of sells
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-118
-
Price
-
$70.71
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2017
322 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2017.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 320 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.7M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.21M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.51M shares), Mariner Wealth Advisors, LLC (875K shares), Marquette Asset Management, LLC (844K shares), TOTAL INVESTMENT MANAGEMENT INC (675K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (582K shares), Krilogy Financial LLC (534K shares), LPL Financial LLC (478K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (463K shares), and MATHER GROUP, LLC. (361K shares).
This table shows the top 320 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.