Q4 2017 13F Holders as of 12/31/2017
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Type / Class
-
Equity / US LRG CAP ETF
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Number of holders
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444
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Total shares
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88.5M
-
Shares change
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+4.69M
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Total reported value, excl. options
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$5.65B
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Value change
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+$300M
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Number of buys
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229
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Number of sells
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-133
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Price
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$63.78
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2017
443 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2017.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 444 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 88.5M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (35.4M shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (3.89M shares), SAGE FINANCIAL GROUP INC (3.68M shares), HBK Sorce Advisory LLC (2.64M shares), QS Investors, LLC (2.46M shares), AT Bancorp (2.42M shares), ASSETMARK, INC (1.44M shares), Creative Planning (1.42M shares), Financial Management Professionals, Inc. (1.23M shares), and SFMG, LLC (1.2M shares).
This table shows the top 444 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.