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NYSEARCA:SCHXSchwab US Large-Cap ETF Institutional Ownership

$62.83
+4.00 (+6.80 %)
(As of 04/7/2020 09:15 AM ET)
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Today's Range
$60.88
Now: $62.83▼
$63.31
50-Day Range
$53.21
MA: $67.15▼
$81.03
52-Week Range
$52.05
Now: $62.83▼
$81.20
Volume2.93 million shs
Average Volume2.67 million shs
Market Capitalization$16.52 billion
P/E RatioN/A
Dividend Yield2.47%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

 

Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF (NYSEARCA SCHX) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/7/2020Gradient Investments LLC684$42K0.0%-98.3%0.000%
4/6/2020Triangle Securities Wealth Management43,032$2.64M1.5%+8.0%0.016%
4/6/2020Bangor Savings Bank515,858$31.60M5.9%+6.7%0.196%
4/6/2020Trinity Legacy Partners LLC111,736$6.67M4.7%-2.4%0.042%
4/3/2020Lenox Wealth Advisors LLC171,437$10.50M2.0%+3.5%0.065%
4/3/2020John W. Brooker & Co. CPAs12,513$0.77M0.6%+31.9%0.005%
4/1/2020Nelson Van Denburg & Campbell Wealth Management Group LLC84,468$5.17M1.0%+15.6%0.032%
3/19/2020Quadrant Capital Group LLC3,638$0.28M0.0%N/A0.001%
3/10/2020Filbrandt Wealth Management LLC312,400$24M21.2%N/A0.120%
3/6/2020Global Strategic Investment Solutions LLC15,031$1.16M0.4%-6.7%0.006%
2/28/2020Ackerman Capital Advisors LLC10,145$0.78M0.2%+8.6%0.004%
2/27/2020Institute for Wealth Management LLC.1,452$0.11M0.0%N/A0.001%
2/26/2020Sunbelt Securities Inc.5,564$0.43M0.0%N/A0.002%
2/26/2020Capital Wealth Planning LLC25,674$1.97M0.1%+7.1%0.010%
2/26/2020Adams Chetwood Wealth Management LLC275,547$21.17M21.7%N/A0.106%
2/25/2020MADDEN SECURITIES Corp43,361$3.33M3.3%N/A0.017%
2/24/2020GW Henssler & Associates Ltd.56,873$4.37M0.4%-7.4%0.022%
2/24/2020IMA Wealth Inc.151,116$11.61M4.3%+1.6%0.058%
2/24/2020Fusion Capital LLC10,630$0.82M0.7%N/A0.004%
2/24/2020Circle Wealth Management LLC50,290$3.86M0.7%+0.3%0.019%
2/21/2020Procyon Private Wealth Partners LLC515$40K0.0%N/A0.000%
2/20/2020Legend Financial Advisors Inc.20,944$1.61M1.4%-2.3%0.008%
2/19/2020Phillips Financial Management LLC18,186$1.40M0.2%+18.2%0.007%
2/19/2020BCJ Capital Management LLC28,817$2.21M0.4%-30.3%0.011%
2/18/2020KCM Investment Advisors LLC10,423$0.80M0.0%+21.9%0.004%
2/18/2020Equitable Holdings Inc.4,298$0.33M0.0%N/A0.002%
2/18/2020Brinker Capital Inc.465,477$35.75M1.1%-2.4%0.179%
2/18/2020CVA Family Office LLC44,628$3.43M3.2%N/A0.017%
2/18/2020Wealthquest Corp8,181$0.63M0.2%-18.5%0.003%
2/18/2020Fort Pitt Capital Group LLC514,113$39.49M2.2%+0.2%0.198%
2/18/2020IHT Wealth Management LLC2,723$0.21M0.0%N/A0.001%
2/18/2020Belpointe Asset Management LLC67,366$5.17M0.7%+1.2%0.026%
2/18/2020Colony Group LLC140,706$10.81M0.3%-1.1%0.054%
2/18/2020Ameritas Investment Company LLC979$75K0.0%N/A0.000%
2/18/2020BSW Wealth Partners4,365$0.34M0.1%-4.0%0.002%
2/18/2020Lionsbridge Wealth Management LLC54,874$4.22M3.9%N/A0.021%
2/17/2020Ladenburg Thalmann Financial Services Inc.1,154,500$88.57M0.6%-2.9%0.444%
2/15/2020Tiedemann Advisors LLC12,291$0.94M0.0%-46.9%0.005%
2/14/2020Captrust Financial Advisors213,318$16.53M0.3%-28.8%0.082%
2/14/2020B. Riley Wealth Management Inc.10,192$0.78M0.1%-3.1%0.004%
2/14/2020Jane Street Group LLC144,089$11.07M0.0%+34.5%0.055%
2/14/2020Advisory Alpha LLC212,568$16.58M4.0%+19.4%0.082%
2/14/2020First Republic Investment Management Inc.133,700$10.27M0.0%+9.4%0.051%
2/14/2020Ancora Advisors LLC343,993$26.42M1.2%+1.5%0.132%
2/14/2020Bank of America Corp DE161,386$12.40M0.0%+6.2%0.062%
2/14/2020Visionary Wealth Advisors169,596$13.03M2.3%N/A0.065%
2/14/2020Bank of New York Mellon Corp40,448$3.11M0.0%-0.5%0.016%
2/14/2020GHP Investment Advisors Inc.5,819$0.45M0.0%-4.2%0.002%
2/14/2020Goldman Sachs Group Inc.17,734$1.36M0.0%-34.7%0.007%
2/14/2020UBS Group AG2,304,755$177.03M0.1%+20.4%0.887%
2/14/2020Alesco Advisors LLC82,017$6.30M0.3%-7.9%0.032%
2/14/2020Wealthspire Advisors L.P.532,980$40.94M2.7%+6.0%0.205%
2/13/2020361 Capital LLC24,814$1.91M0.5%+31.4%0.010%
2/13/2020Sequoia Financial Advisors LLC565,867$43.46M2.8%+8.7%0.218%
2/13/2020Carnegie Capital Asset Management LLC15,607$1.20M0.1%+422.1%0.006%
2/13/2020Radnor Financial Advisors LLC30,749$2.36M1.6%N/A0.012%
2/13/2020RMB Capital Management LLC20,080$1.54M0.0%-14.0%0.008%
2/13/2020Mariner LLC2,024,111$155.47M1.6%+5.0%0.779%
2/13/2020NWK Group Inc.946$73K0.1%N/A0.000%
2/13/2020Charles Schwab Investment Advisory Inc.44,086,085$3.39B4.8%+4.7%16.956%
2/13/2020Johnson Investment Counsel Inc.338,441$26M0.5%+0.2%0.130%
2/13/2020Valley National Advisers Inc.288,895$22.19M5.5%+3.7%0.111%
2/13/2020Northwestern Mutual Wealth Management Co.873,252$67.08M0.2%+7.0%0.336%
2/13/2020Intrepid Capital Management Inc.3,531$0.27M0.1%N/A0.001%
2/13/2020Game Plan Financial Advisors LLC21,131$1.62M1.5%N/A0.008%
2/13/2020InterOcean Capital LLC68,554$5.27M0.4%+12.6%0.026%
2/13/2020Evensky & Katz LLC7,941$0.61M0.1%-80.3%0.003%
2/13/2020Capital Asset Advisory Services LLC357$29K0.0%N/A0.000%
2/13/2020Mercer Global Advisors Inc. ADV278,737$21.41M0.4%-12.6%0.107%
2/13/2020Wilbanks Smith & Thomas Asset Management LLC10,567$0.81M0.0%+2.0%0.004%
2/13/2020J. L. Bainbridge & Co. Inc.7,061$0.54M0.1%+101.6%0.003%
2/13/2020Personal Capital Advisors Corp7,522$0.58M0.0%+7.8%0.003%
2/13/2020Stifel Financial Corp62,649$4.81M0.0%+57.4%0.024%
2/13/2020Thrivent Financial for Lutherans3,323$0.26M0.0%-47.2%0.001%
2/13/2020Blair William & Co. IL8,839$0.68M0.0%+351.4%0.003%
2/13/2020Change Path LLC14,836$1.14M0.2%+4.2%0.006%
2/13/2020Financial Advocates Investment Management91,708$7.04M0.8%+5.7%0.035%
2/13/2020Permanens Capital L.P.1,420$0.11M0.0%-17.4%0.001%
2/13/2020Renaissance Technologies LLC8,700$0.67M0.0%N/A0.003%
2/12/2020Landmark Financial Advisors LLC39,340$3.12M1.8%-9.8%0.015%
2/12/2020Trexquant Investment LP3,990$0.31M0.0%N/A0.002%
2/12/2020Pittenger & Anderson Inc.521$40K0.0%N/A0.000%
2/12/2020Private Portfolio Partners LLC7,008$0.54M0.2%-11.0%0.003%
2/12/2020Advisor Group Inc.36,589$2.81M0.0%+12.0%0.014%
2/12/2020Destination Wealth Management158,310$12.16M0.6%+57.7%0.061%
2/12/2020Chevy Chase Trust Holdings Inc.1,243$95K0.0%N/A0.000%
2/12/2020Raymond James & Associates28,752$2.21M0.0%+10.2%0.011%
2/12/2020Ascension Capital Advisors Inc.131,408$10.09M6.9%N/A0.051%
2/12/2020Raymond James Financial Services Advisors Inc.109,148$8.38M0.0%+30.7%0.042%
2/12/2020Cabot Wealth Management Inc.232,607$17.87M3.5%-0.3%0.089%
2/12/2020Citigroup Inc.2,993$0.23M0.0%+87.6%0.001%
2/12/2020Mayfair Advisory Group LLC4,905$0.38M1.2%N/A0.002%
2/12/2020Wealthsource Partners LLC420,847$32.33M4.2%+245.2%0.162%
2/12/2020CBIZ Investment Advisory Services LLC1,469$0.11M0.0%N/A0.001%
2/12/2020C M Bidwell & Associates Ltd.65,377$5.02M4.5%+103.9%0.025%
2/12/2020BlueSky Wealth Advisors LLC312,866$24.40M8.0%+0.1%0.120%
2/11/2020Cooper Haims Advisors LLC677,162$52.01M28.6%+13.1%0.260%
2/11/2020Indie Asset Partners LLC4,093$0.31M0.3%N/A0.002%
2/11/2020Wade Financial Advisory Inc6,787$0.52M0.5%N/A0.003%
2/11/2020First Foundation Advisors4,035$0.31M0.0%N/A0.002%
(Data available from 1/1/2016 forward)
This page was last updated on 4/7/2020 by MarketBeat.com Staff

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