Schwab U.S. Small-Cap ETF Institutional Ownership

(ETF)
SCHA 
$57.35
*  
0.32
0.55%
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Ownership Summary


Institutional Ownership 17.64%
Total Shares Outstanding (millions) 52
Total Value of Holdings (millions) $522

Active Positions

Holders Shares
Increased Positions 129 1,849,332
Decreased Positions 57 471,716
Held Positions 23 6,789,052
Total Institutional Shares 209 9,110,100

New and Sold Out Positions


Holders Shares
New Positions 23 567,056
Sold Out Positions 10 117,639

186 Activity Institutional Holders
2,321,048 Activity Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 03/31/2015 1,521,334 (14,507) (0.95) 87,249
HBK SORCE ADVISORY LLC 03/31/2015 531,332 19,794 3.87 30,472
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 03/31/2015 423,122 2,764 .66 24,266
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2015 313,805 48,200 18.15 17,997
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 03/31/2015 292,414 9,292 3.28 16,770
SHARKEY, HOWES & JAVER 03/31/2015 238,976 238,976 New 13,705
SVA PLUMB WEALTH MANAGEMENT, LLC 03/31/2015 231,610 91,698 65.54 13,283
SPECTRUM MANAGEMENT GROUP, INC. 03/31/2015 227,658 (72,977) (24.27) 13,056
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 03/31/2015 219,209 3,714 1.72 12,572
PIERSHALE FINANCIAL GROUP, INC. 03/31/2015 208,071 207,292 26,610.01 11,933
VALENTINE VENTURES LLC 03/31/2015 166,546 (2,582) (1.53) 9,551
LPL FINANCIAL LLC 03/31/2015 163,054 126,380 344.60 9,351
ENVESTNET ASSET MANAGEMENT INC 03/31/2015 159,489 21,330 15.44 9,147
MERIDIAN MANAGEMENT CO 03/31/2015 155,771 11,425 7.92 8,933
PROVISE MANAGEMENT GROUP, LLC 03/31/2015 152,475 117,154 331.68 8,744

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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