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Schwab U.S. Large-Cap ETF Institutional Ownership

(ETF)
SCHX 
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0.026
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*Delayed - data as of May 24, 2013 


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Company Details

Institutional Ownership
Type Value
Total Shares Out Standing (millions): 40
Market Capitalization ($ millions): $320
Institutional Ownership: 20.25%
Price (as of 03/31/2013) 39.42

Ownership Summary

Ownership Analysis # of Holders Shares
Total Shares Held: 75 8,109,935
New Positions: 14 229,835
Increased Positions: 49 1,116,935
Decreased Positions: 21 300,955
Holders With Activity: 70 1,417,890
Sold Out Positions: 3 1,309

Institutional Holdings information for SCHX is filed by major institutions on form 13-F with the Securities and Exchange Commission. Learn more about the information on this page in the help area for Institutional Holdings.


75 Institutional Holders
8,109,935 Total Shares Held

Click on the column header links to resort ascending (^) or descending (v).

Owner Name Date Shared Held Change (Shares) Change(%) Value(in 1,000s)
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 03/31/2013 5,145,606 384,573 8.08 202,819
HBK SORCE ADVISORY LLC 03/31/2013 513,563 53,662 11.67 20,243
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 03/31/2013 337,719 50,456 17.56 13,312
MORGAN STANLEY 03/31/2013 303,269 13,812 4.77 11,954
EMPIRICAL FINANCIAL SERVICES, LLC 03/31/2013 250,061 51,208 25.75 9,856
BANGOR SAVINGS BANK 03/31/2013 184,625 13,756 8.05 7,277
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 03/31/2013 142,755 116,328 440.19 5,627
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 03/31/2013 125,168 125,168 New 4,934
BOWLING PORTFOLIO MANAGEMENT LLC 03/31/2013 92,722 (15,652) (14.44) 3,655
MONETTA FINANCIAL SERVICES INC 03/31/2013 73,000 58,000 386.67 2,877
MARINER WEALTH ADVISORS, LLC 03/31/2013 65,653 65,653 New 2,588
PHOCAS FINANCIAL CORP 03/31/2013 56,802 7,248 14.63 2,239
BMO FINANCIAL CORP 03/31/2013 53,635 11,200 26.39 2,114
BUDROS, RUHLIN & ROE, INC. 03/31/2013 44,059 2,162 5.16 1,737
HENGEHOLD CAPITAL MANAGEMENT LLC 03/31/2013 40,772 32,438 389.23 1,607