Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US LRG CAP ETF
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Number of holders
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503
-
Total shares
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117M
-
Shares change
-
+19.2M
-
Total reported value, excl. options
-
$8.14B
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Value change
-
+$1.34B
-
Number of buys
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283
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Number of sells
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-181
-
Price
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$69.56
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q3 2018
500 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q3 2018.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 503 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 117M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (40.2M shares), SEI INVESTMENTS CO (14.2M shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (5.7M shares), SAGE FINANCIAL GROUP INC (3.63M shares), AT Bancorp (2.56M shares), QS Investors, LLC (2.43M shares), HBK Sorce Advisory LLC (2.43M shares), ASSETMARK, INC (2.12M shares), Creative Planning (1.82M shares), and AJ WEALTH STRATEGIES, LLC (1.31M shares).
This table shows the top 503 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.