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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 44.34%
Total Shares Outstanding (millions) 220
Total Value of Holdings (millions) $6,435

Active Positions

Holders Shares
Increased Positions 292 7,237,267
Decreased Positions 152 2,674,973
Held Positions 65 87,478,464
Total Institutional Shares 509 97,390,704

New and Sold Out Positions


Holders Shares
New Positions 60 1,370,653
Sold Out Positions 20 315,396

509 Institutional Holders
97,390,704 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)
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 06/30/2018 38,633,175 2,173,157 5.96 2,552,494
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 06/30/2018 5,413,482 609,828 12.70 357,669
SAGE FINANCIAL GROUP INC 06/30/2018 3,667,748 (9,780) (0.27) 242,328
QS INVESTORS, LLC 06/30/2018 2,665,496 (89,357) (3.24) 176,109
AT BANCORP 06/30/2018 2,563,051 78,461 3.16 169,341
HBK SORCE ADVISORY LLC 06/30/2018 2,384,239 73,418 3.18 157,527
ASSETMARK, INC 06/30/2018 1,995,200 16,988 .86 131,823
CREATIVE PLANNING 06/30/2018 1,831,627 (423,956) (18.8) 121,016
AJ WEALTH STRATEGIES, LLC 06/30/2018 1,238,716 117,069 10.44 81,842
SFMG, LLC 06/30/2018 1,222,962 (8,676) (0.7) 80,801
APRIEM ADVISORS 06/30/2018 1,070,841 45,419 4.43 70,750
MARINER WEALTH ADVISORS-CINCINNATI, LLC 06/30/2018 978,432 9,132 .94 64,645
EVERMAY WEALTH MANAGEMENT LLC 06/30/2018 963,870 (10,004) (1.03) 63,683
UNITED CAPITAL FINANCIAL ADVISERS, LLC 06/30/2018 818,115 (3,081) (0.38) 54,053
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 06/30/2018 770,983 33,155 4.49 50,939

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