Schwab U.S. Large-Cap ETF Institutional Ownership

(ETF)
SCHX 
$49.87
*  
0.57
1.13%
Get SCHX Alerts
*Delayed - data as of Apr. 17, 2015  -  Find a broker to begin trading SCHX now


Community Rating:
 
 
Symbol List Views
FlashQuotes InfoQuotes
ETF Details
Summary Quote ETF Detail Real-Time Quote After Hours Quote Pre-market Quote Historical Quote Option Chain
CHARTS
Basic Chart Interactive Chart
ETF NEWS
ETF Headlines Market Stream
FUNDAMENTALS
Short Interest Dividend History
 Save Stocks

Ownership Summary


Institutional Ownership 25.06%
Total Shares Outstanding (millions) 86
Total Value of Holdings (millions) $1,073

Active Positions

Holders Shares
Increased Positions 120 2,834,659
Decreased Positions 51 1,464,433
Held Positions 20 17,217,533
Total Institutional Shares 191 21,516,625

New and Sold Out Positions


Holders Shares
New Positions 35 1,361,237
Sold Out Positions 9 100,829

191 Institutional Holders
21,516,625 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. 12/31/2014 5,436,172 54,437 1.01 271,102
SAGE FINANCIAL GROUP INC 12/31/2014 3,166,892 55,195 1.77 157,933
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 12/31/2014 1,247,885 (22,466) (1.77) 62,232
HBK SORCE ADVISORY LLC 12/31/2014 799,029 160,940 25.22 39,848
EMPIRICAL FINANCIAL SERVICES, LLC 12/31/2014 653,703 (3,253) (0.5) 32,600
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12/31/2014 608,378 35,632 6.22 30,340
EVERMAY WEALTH MANAGEMENT LLC 12/31/2014 480,955 93,645 24.18 23,985
FINANCIAL CONSULATE, INC 12/31/2014 446,558 446,558 New 22,270
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 12/31/2014 387,528 (34,722) (8.22) 19,326
CWH CAPITAL MANAGEMENT, INC. 12/31/2014 344,001 (47,405) (12.11) 17,155
KUNTZ LESHER CAPITAL LLC 12/31/2014 265,220 6,883 2.66 13,227
GOLDMAN SACHS GROUP INC 12/31/2014 263,433 23,167 9.64 13,137
PLANNING ALTERNATIVES LTD /ADV 12/31/2014 262,596 65,685 33.36 13,096
BUFFINGTON MOHR MCNEAL 12/31/2014 260,472 10,495 4.20 12,990
BANGOR SAVINGS BANK 12/31/2014 256,012 4,690 1.87 12,767

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
info  Learn more about Institutional Holdings