Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
573
-
Total shares
-
128M
-
Shares change
-
+7.36M
-
Total reported value, excl. options
-
$7.67B
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Value change
-
+$436M
-
Number of buys
-
315
-
Number of sells
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-184
-
Price
-
$59.70
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2018
567 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2018.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 573 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 128M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (36.1M shares), SEI INVESTMENTS CO (14.8M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.96M shares), SAGE FINANCIAL GROUP INC (3.66M shares), ASSETMARK, INC (2.49M shares), Creative Planning (2.44M shares), QS Investors, LLC (2.25M shares), AT Bancorp (2.04M shares), HBK Sorce Advisory LLC (2.02M shares), and Mariner, LLC (1.49M shares).
This table shows the top 573 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.