Schwab U.S. Broad Market ETF Institutional Ownership

(ETF)
SCHB 
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0.75%
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Ownership Summary


Institutional Ownership 21.69%
Total Shares Outstanding (millions) 98
Total Value of Holdings (millions) $1,077

Active Positions

Holders Shares
Increased Positions 129 3,162,039
Decreased Positions 58 1,416,449
Held Positions 26 16,636,942
Total Institutional Shares 213 21,215,430

New and Sold Out Positions


Holders Shares
New Positions 27 336,936
Sold Out Positions 15 102,567

213 Institutional Holders
21,215,430 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)
WEALTHFRONT INC 03/31/2015 2,031,361 324,410 19.01 103,092
PLANNING ALTERNATIVES LTD /ADV 03/31/2015 1,690,653 (52,088) (2.99) 85,801
DESTINATION WEALTH MANAGEMENT 03/31/2015 1,278,271 (26,137) (2) 64,872
BESSEMER GROUP INC 03/31/2015 1,119,000 (300,000) (21.14) 56,789
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2015 1,052,217 (242,327) (18.72) 53,400
RETIREMENT PLANNING GROUP 03/31/2015 938,663 (404) (0.04) 47,637
P-SOLVE LLC 06/30/2015 800,917 61,500 8.32 40,647
HENGEHOLD CAPITAL MANAGEMENT LLC 06/30/2015 777,443 (7,040) (0.9) 39,455
ENVESTNET ASSET MANAGEMENT INC 03/31/2015 727,170 (250,764) (25.64) 36,904
OGOREK ANTHONY JOSEPH /NY/ /ADV 03/31/2015 640,525 553,596 636.84 32,507
HT PARTNERS LLC 06/30/2015 610,105 (52,660) (7.95) 30,963
BANK OF AMERICA CORP /DE/ 03/31/2015 584,248 548,599 1,538.89 29,651
FORT PITT CAPITAL GROUP INC 06/30/2015 540,511 (87,528) (13.94) 27,431
FINANCIAL ADVISORY SERVICE, INC. 03/31/2015 534,921 5,441 1.03 27,147
APRIEM ADVISORS 03/31/2015 519,575 52,639 11.27 26,368

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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