Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
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Equity / US REIT ETF
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Number of holders
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79
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Total shares
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9.63M
-
Shares change
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+5.5M
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Total reported value, excl. options
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$319M
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Value change
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+$182M
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Number of buys
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57
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Number of sells
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-16
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Price
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$33.11
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q1 2014
80 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q1 2014.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.63M shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (3.9M shares), Charles Schwab Investment Advisory, Inc. (1.94M shares), 3D ASSET MANAGEMENT, INC (486K shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (368K shares), Vigilant Capital Management, LLC (347K shares), Whitnell & Co. (278K shares), RAYMOND JAMES & ASSOCIATES (184K shares), ATRIA INVESTMENTS LLC (163K shares), PIERSHALE FINANCIAL GROUP, INC. (161K shares), and ENVESTNET ASSET MANAGEMENT INC (128K shares).
This table shows the top 79 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.