Schwab U.S. Large-Cap ETF Institutional Ownership

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


Institutional Ownership 33.23%
Total Shares Outstanding (millions) 112
Total Value of Holdings (millions) $1,830

Active Positions

Holders Shares
Increased Positions 160 7,477,795
Decreased Positions 74 1,485,048
Held Positions 29 28,340,233
Total Institutional Shares 263 37,303,076

New and Sold Out Positions


Holders Shares
New Positions 50 1,689,328
Sold Out Positions 15 419,154

263 Institutional Holders
37,303,076 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. 12/31/2015 11,484,581 1,652,204 16.80 563,319
SAGE FINANCIAL GROUP INC 12/31/2015 3,206,031 (271,691) (7.81) 157,256
HBK SORCE ADVISORY LLC 12/31/2015 1,646,843 21,075 1.30 80,778
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 12/31/2015 1,417,676 19,381 1.39 69,537
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 12/31/2015 1,342,825 742,817 123.80 65,866
CREATIVE PLANNING 03/31/2016 1,297,248 864,236 199.59 63,630
QS INVESTORS, LLC 12/31/2015 966,629 518,364 115.64 47,413
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12/31/2015 877,639 33,821 4.01 43,048
EVERMAY WEALTH MANAGEMENT LLC 12/31/2015 800,572 (23,014) (2.79) 39,268
EMPIRICAL FINANCIAL SERVICES, LLC 03/31/2016 709,618 3,537 .50 34,807
HIGHTOWER ADVISORS, LLC 12/31/2015 478,948 443,216 1,240.39 23,492
UNITED CAPITAL FINANCIAL ADVISERS, LLC 12/31/2015 449,066 107,580 31.50 22,027
RIVERPOINT CAPITAL MANAGEMENT, LLC 12/31/2015 441,767 441,767 New 21,669
ENVESTNET ASSET MANAGEMENT INC 12/31/2015 394,287 127,579 47.84 19,340
COURAGE MILLER PARTNERS, LLC 12/31/2015 371,839 20,128 5.72 18,239

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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