Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
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246
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Total 13F shares, excl. options
-
36,219,307
-
Shares change
-
+4,447,813
-
Total reported value, excl. options
-
$1,759,068,754
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Value change
-
+$216,408,395
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Number of buys
-
142
-
Number of sells
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-71
-
Price
-
$48.57
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2015
261 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 246 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,219,307 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (11,436,929 shares), SAGE FINANCIAL GROUP INC (3,206,031 shares), HBK Sorce Advisory LLC (1,646,843 shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1,417,676 shares), Financial Management Professionals, Inc. (1,342,825 shares), QS Investors, LLC (966,629 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (877,639 shares), EVERMAY WEALTH MANAGEMENT LLC (800,572 shares), Empirical Financial Services, LLC (706,081 shares), and HighTower Advisors, LLC (478,948 shares).
This table shows the top 246 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.