Q2 2014 13F Holders as of 6/30/2014
-
Type / Class
-
Equity / US SML CAP ETF
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Number of holders
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153
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Total shares
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6.14M
-
Shares change
-
-1.31M
-
Total reported value, excl. options
-
$337M
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Value change
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-$71.7M
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Put/Call ratio
-
0
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Number of buys
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90
-
Number of sells
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-65
-
Price
-
$54.81
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q2 2014
154 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q2 2014.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.14M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (1.43M shares), HBK Sorce Advisory LLC (502K shares), Apex Investment Services, Inc. (390K shares), KAYS FINANCIAL ADVISORY CORP /ADV (304K shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (263K shares), Spectrum Management Group, Inc. (249K shares), MERIDIAN MANAGEMENT CO (131K shares), SVA Plumb Wealth Management, LLC (128K shares), Ameriprise Financial Inc (126K shares), and Bouchey Financial Group Ltd (96.6K shares).
This table shows the top 153 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.