Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
266
-
Total 13F shares, excl. options
-
42,873,674
-
Shares change
-
+2,055,388
-
Total reported value, excl. options
-
$2,133,477,176
-
Value change
-
+$102,549,053
-
Put/Call ratio
-
34%
-
Number of buys
-
148
-
Number of sells
-
-101
-
Price
-
$49.77
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q2 2016
285 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q2 2016.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 266 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42,873,674 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (15,015,352 shares), SAGE FINANCIAL GROUP INC (3,427,981 shares), HBK Sorce Advisory LLC (2,018,092 shares), QS Investors, LLC (1,727,368 shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1,440,861 shares), Creative Planning (1,410,423 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (898,731 shares), EVERMAY WEALTH MANAGEMENT LLC (871,730 shares), Financial Management Professionals, Inc. (858,150 shares), and UNITED CAPITAL FINANCIAL ADVISERS, LLC (681,913 shares).
This table shows the top 266 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.