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Schwab U.S. Large-Cap Value ETF Institutional Ownership

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


Institutional Ownership 57.98%
Total Shares Outstanding (millions) 108
Total Value of Holdings (millions) $3,421

Active Positions

Holders Shares
Increased Positions 218 6,885,828
Decreased Positions 152 6,695,689
Held Positions 64 49,124,559
Total Institutional Shares 434 62,706,076

New and Sold Out Positions


Holders Shares
New Positions 44 2,391,044
Sold Out Positions 29 305,294

434 Institutional Holders
62,706,076 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
FINANCIAL ENGINES ADVISORS L.L.C. 06/30/2019 17,167,216 49,625 .29 936,643
HONKAMP KRUEGER FINANCIAL SERVICES, INC. 06/30/2019 4,213,090 1,050,866 33.23 229,866
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 06/30/2019 3,869,254 600,053 18.36 211,106
BANK OF AMERICA CORP /DE/ 06/30/2019 3,600,670 314,768 9.58 196,453
MATHER GROUP, LLC. 06/30/2019 2,198,954 140,706 6.84 119,975
BETTERMENT LLC 06/30/2019 1,835,807 157,788 9.40 100,162
GAINPLAN LLC 06/30/2019 1,724,237 1,724,237 New 94,074
SEI INVESTMENTS CO 06/30/2019 1,250,223 (4,446,389) (78.05) 68,212
UNITED CAPITAL FINANCIAL ADVISERS, LLC 06/30/2019 1,242,049 91,833 7.98 67,766
LADENBURG THALMANN FINANCIAL SERVICES INC. 06/30/2019 1,076,795 (75,263) (6.53) 58,750
MARINER, LLC 06/30/2019 996,355 (52,201) (4.98) 54,361
RESOURCES INVESTMENT ADVISORS, LLC. 06/30/2019 970,998 462,661 91.02 52,978
KRILOGY FINANCIAL LLC 06/30/2019 845,501 29,747 3.65 46,131
FINANCIAL COUNSELORS INC 06/30/2019 633,376 3,617 .57 34,557
LPL FINANCIAL LLC 06/30/2019 604,103 65,284 12.12 32,960

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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