Schwab U.S. Broad Market ETF Institutional Ownership

(ETF)
SCHB 
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0.12%
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Ownership Summary


Institutional Ownership 21.12%
Total Shares Outstanding (millions) 100
Total Value of Holdings (millions) $1,072

Active Positions

Holders Shares
Increased Positions 126 3,289,666
Decreased Positions 64 1,623,855
Held Positions 22 16,275,789
Total Institutional Shares 212 21,189,310

New and Sold Out Positions


Holders Shares
New Positions 29 371,282
Sold Out Positions 14 66,880

212 Institutional Holders
21,189,310 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 19.01 102,767
PLANNING ALTERNATIVES LTD /ADV 03/31/2015 1,690,653 (52,088) (2.99) 85,530
DESTINATION WEALTH MANAGEMENT 03/31/2015 1,278,271 (26,137) (2) 64,668
BESSEMER GROUP INC 03/31/2015 1,119,000 (300,000) (21.14) 56,610
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2015 1,052,217 (242,327) (18.72) 53,232
RETIREMENT PLANNING GROUP 03/31/2015 938,663 (404) (0.04) 47,487
HENGEHOLD CAPITAL MANAGEMENT LLC 03/31/2015 784,483 15,702 2.04 39,687
P-SOLVE LLC 03/31/2015 739,417 49,156 7.12 37,407
ENVESTNET ASSET MANAGEMENT INC 03/31/2015 727,170 (250,764) (25.64) 36,788
HT PARTNERS LLC 03/31/2015 662,765 101,799 18.15 33,529
OGOREK ANTHONY JOSEPH /NY/ /ADV 03/31/2015 640,525 553,596 636.84 32,404
FORT PITT CAPITAL GROUP INC 03/31/2015 628,039 (422,186) (40.2) 31,772
BANK OF AMERICA CORP /DE/ 03/31/2015 584,248 548,599 1,538.89 29,557
FINANCIAL ADVISORY SERVICE, INC. 03/31/2015 534,921 5,441 1.03 27,062
APRIEM ADVISORS 03/31/2015 519,575 52,639 11.27 26,285

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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