Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
251
-
Total 13F shares, excl. options
-
40,716,622
-
Shares change
-
+4,222,575
-
Total reported value, excl. options
-
$1,988,504,184
-
Value change
-
+$206,385,595
-
Number of buys
-
146
-
Number of sells
-
-97
-
Price
-
$48.84
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q1 2016
281 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q1 2016.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 251 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40,716,622 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (13,241,618 shares), SAGE FINANCIAL GROUP INC (3,355,028 shares), HBK Sorce Advisory LLC (1,997,537 shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1,442,216 shares), QS Investors, LLC (1,346,004 shares), Creative Planning (1,297,248 shares), Financial Management Professionals, Inc. (1,141,488 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (918,821 shares), EVERMAY WEALTH MANAGEMENT LLC (810,529 shares), and Empirical Financial Services, LLC (709,618 shares).
This table shows the top 251 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.