Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
-
Equity / EMRG MKTEQ ETF
-
Number of holders
-
160
-
Total 13F shares, excl. options
-
11.2M
-
Shares change
-
+258K
-
Total reported value, excl. options
-
$274M
-
Value change
-
+$6.89M
-
Number of buys
-
102
-
Number of sells
-
-47
-
Price
-
$24.36
Significant Holders of SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) as of Q1 2015
172 filings reported holding SCHE - SCHWAB STRATEGIC TR - EMRG MKTEQ ETF as of Q1 2015.
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) has 160 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.2M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (744K shares), Charles Schwab Investment Advisory, Inc. (741K shares), JMG Financial Group, Ltd. (662K shares), Xulu, Inc. (548K shares), Bouchey Financial Group Ltd (498K shares), SHINE INVESTMENT ADVISORY SERVICES INC (489K shares), KAYS FINANCIAL ADVISORY CORP /ADV (371K shares), VALENTINE VENTURES LLC (366K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (327K shares), and Emery Howard Portfolio Management, Inc. (305K shares).
This table shows the top 160 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.