Schwab U.S. Large-Cap ETF Institutional Ownership

(ETF)
SCHX 
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3.59%
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 35.20%
Total Shares Outstanding (millions) 115
Total Value of Holdings (millions) $1,954

Active Positions

Holders Shares
Increased Positions 151 6,367,392
Decreased Positions 97 2,091,521
Held Positions 31 31,972,225
Total Institutional Shares 279 40,431,138

New and Sold Out Positions


Holders Shares
New Positions 33 809,982
Sold Out Positions 28 595,775

279 Institutional Holders
40,431,138 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. 03/31/2016 13,241,618 1,804,689 15.78 640,034
SAGE FINANCIAL GROUP INC 03/31/2016 3,355,028 148,997 4.65 162,165
HBK SORCE ADVISORY LLC 03/31/2016 1,997,537 350,694 21.30 96,551
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 03/31/2016 1,442,216 24,540 1.73 69,710
QS INVESTORS, LLC 03/31/2016 1,346,004 379,375 39.25 65,059
CREATIVE PLANNING 03/31/2016 1,297,248 864,236 199.59 62,702
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 03/31/2016 1,141,488 (201,337) (14.99) 55,174
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 03/31/2016 918,821 41,182 4.69 44,411
EVERMAY WEALTH MANAGEMENT LLC 03/31/2016 810,529 9,957 1.24 39,177
EMPIRICAL FINANCIAL SERVICES, LLC 03/31/2016 709,618 3,537 .50 34,299
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2016 640,269 191,203 42.58 30,947
ENVESTNET ASSET MANAGEMENT INC 03/31/2016 555,023 160,736 40.77 26,827
RIVERPOINT CAPITAL MANAGEMENT, LLC 03/31/2016 525,568 83,801 18.97 25,403
PLANNING ALTERNATIVES LTD /ADV 03/31/2016 491,317 154,508 45.87 23,748
JMG FINANCIAL GROUP, LTD. 03/31/2016 362,791 128,266 54.69 17,536

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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