Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
-
Equity / US REIT ETF
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Number of holders
-
119
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Total shares
-
10.2M
-
Shares change
-
+66.1K
-
Total reported value, excl. options
-
$398M
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Value change
-
+$4.06M
-
Number of buys
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68
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Number of sells
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-28
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Price
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$38.95
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q4 2014
119 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.2M shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (2.29M shares), Charles Schwab Investment Advisory, Inc. (2.1M shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (401K shares), Tradewinds Capital Management, LLC (371K shares), Vigilant Capital Management, LLC (360K shares), 3D ASSET MANAGEMENT, INC (357K shares), David R. Rahn & Associates Inc. (344K shares), Whitnell & Co. (322K shares), VALENTINE VENTURES LLC (216K shares), and CREDIT SUISSE AG/ (147K shares).
This table shows the top 119 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.