Schwab U.S. Large-Cap ETF Institutional Ownership

(ETF)
SCHX 
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Ownership Summary


Institutional Ownership 25.69%
Total Shares Outstanding (millions) 88
Total Value of Holdings (millions) $1,151

Active Positions

Holders Shares
Increased Positions 112 3,240,537
Decreased Positions 80 2,597,143
Held Positions 18 16,870,016
Total Institutional Shares 210 22,707,696

New and Sold Out Positions


Holders Shares
New Positions 27 866,619
Sold Out Positions 14 700,664

210 Institutional Holders
22,707,696 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. 03/31/2015 4,769,964 (666,208) (12.26) 241,694
SAGE FINANCIAL GROUP INC 03/31/2015 3,154,496 (12,396) (0.39) 159,838
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 03/31/2015 1,252,846 4,961 .40 63,482
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 03/31/2015 1,093,345 705,817 182.13 55,400
HBK SORCE ADVISORY LLC 03/31/2015 1,030,356 231,327 28.95 52,208
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 03/31/2015 872,152 263,774 43.36 44,192
EMPIRICAL FINANCIAL SERVICES, LLC 03/31/2015 670,836 17,133 2.62 33,991
HT PARTNERS LLC 03/31/2015 655,470 655,470 New 33,213
EVERMAY WEALTH MANAGEMENT LLC 03/31/2015 565,645 84,690 17.61 28,661
CWH CAPITAL MANAGEMENT, INC. 03/31/2015 469,336 125,335 36.43 23,781
PLANNING ALTERNATIVES LTD /ADV 03/31/2015 298,621 36,025 13.72 15,131
KUNTZ LESHER CAPITAL LLC 03/31/2015 291,004 25,784 9.72 14,745
BUFFINGTON MOHR MCNEAL 03/31/2015 267,226 6,754 2.59 13,540
GOLDMAN SACHS GROUP INC 03/31/2015 261,999 (1,434) (0.54) 13,275
PARSEC FINANCIAL MANAGEMENT, INC. 03/31/2015 259,972 17,686 7.30 13,173

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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