Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US TIPS ETF
-
Total 13F shares
-
1,526,385
-
Share change
-
+76,827
-
Total reported value
-
$82,307,000
-
Price per share
-
$53.95
-
Number of holders
-
43
-
Value change
-
+$4,297,923
-
Number of buys
-
18
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - US TIPS ETF (SCHP) as of Q1 2014
As of 31 Mar 2014,
SCHWAB STRATEGIC TR - US TIPS ETF (SCHP) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,526,385 shares.
The largest 10 holders included
Empirical Financial Services, LLC, Charles Schwab Investment Advisory, Inc., ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Heritage Wealth Advisors, GOLDMAN SACHS GROUP INC, SCHWAB CHARLES INVESTMENT MANAGEMENT INC, CLS Investments, LLC, Buckingham Asset Management, LLC, and ROFFMAN MILLER ASSOCIATES INC /PA/.
This page lists
42
institutional shareholders reporting positions in this security
for the Q1 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.