Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
4,203,083
-
Share change
-
+557,555
-
Total reported value
-
$180,017,646
-
Price per share
-
$42.83
-
Number of holders
-
76
-
Value change
-
+$24,153,189
-
Number of buys
-
48
-
Number of sells
-
26
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q2 2014
As of 30 Jun 2014,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,203,083 shares.
The largest 10 holders included
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Summit Asset Management, LLC, Gemmer Asset Management LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, One Capital Management, LLC, ENVESTNET ASSET MANAGEMENT INC, PIERSHALE FINANCIAL GROUP, INC., Sequoia Financial Advisors, LLC, Newman Dignan & Sheerar, Inc., and LPL Financial LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q2 2014 filing period.
| 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.