Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / US TIPS ETF
-
Total 13F shares
-
1,799,690
-
Share change
-
+251,433
-
Total reported value
-
$97,529,000
-
Price per share
-
$54.19
-
Number of holders
-
56
-
Value change
-
+$13,616,383
-
Number of buys
-
31
-
Number of sells
-
18
Institutional Holders of SCHWAB STRATEGIC TR - US TIPS ETF (SCHP) as of Q3 2014
As of 30 Sep 2014,
SCHWAB STRATEGIC TR - US TIPS ETF (SCHP) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,799,690 shares.
The largest 10 holders included
Empirical Financial Services, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, WEALTHFRONT INC, Heritage Wealth Advisors, Charles Schwab Investment Advisory, Inc., SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Sensible Financial Planning & Management, LLC., CLS Investments, LLC, and Buckingham Asset Management, LLC.
This page lists
56
institutional shareholders reporting positions in this security
for the Q3 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.