Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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327
-
Total shares
-
30.8M
-
Shares change
-
+1.19M
-
Total reported value, excl. options
-
$2.21B
-
Value change
-
+$86.1M
-
Put/Call ratio
-
0.28
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Number of buys
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164
-
Number of sells
-
-142
-
Price
-
$71.71
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2018
327 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2018.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 327 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.8M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.39M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.54M shares), Marquette Asset Management, LLC (936K shares), Mariner, LLC (912K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (783K shares), TOTAL INVESTMENT MANAGEMENT INC (680K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (626K shares), LPL Financial LLC (528K shares), Krilogy Financial LLC (527K shares), and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (457K shares).
This table shows the top 327 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.