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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

245 hedge funds and large institutions have $1.75B invested in Schwab US Large- Cap ETF in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+39
Holders Change %
+18.93%
% of All Funds
6.43%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1%
New
57
Increased
104
Reduced
57
Closed
14
Calls
$318K
Puts
$2K
Net Calls
+$316K
Net Calls Change
+$316K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$555M
2
FMP
2
Financial Management Professionals
Texas
$65.2M
3
QI
3
QS Investors
New York
$46.9M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.3M
5
PFG
5
Piershale Financial Group
Illinois
$12.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$4.58M
2
SFG
2
Sage Financial Group
Pennsylvania
$156M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.59M
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$5.42M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
226
Contravisory Investment Management
Massachusetts
$33K +$7.3K +894 +28%
LWM
227
LBA Wealth Management
Florida
$25K – – –
ST
228
Smithfield Trust
Pennsylvania
$25K – – –
RBC
229
Roble Belko & Company
Pennsylvania
$24K +$3.11K +378 +15%
CPIG
230
Chicago Partners Investment Group
Illinois
$22K -$627 -78 -3%
TCM
231
Tradewinds Capital Management
Washington
$21K +$9.93K +1,206 +90%
JWA
232
JFS Wealth Advisors
Pennsylvania
$21K +$21K +2,550 New
NR
233
Newfound Research
Massachusetts
$21K +$21K +2,550 New
US Bancorp
234
US Bancorp
Minnesota
$19K – – –
VIA
235
Vantage Investment Advisors
Pennsylvania
$14K – – –
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$13K -$31.4K -3,894 -71%
RWM
237
RKL Wealth Management
Pennsylvania
$10.3K -$4.82K -595,686 -32%
MDCM
238
Morgan Dempsey Capital Management
Wisconsin
$10K +$10K +1,290 New
CG
239
Cutler Group
California
$8K +$8K +996 New
HCM
240
Horrell Capital Management
Arkansas
$6K – – –
PAI
241
Pittenger & Anderson Inc
Nebraska
$5K +$5K +588 New
NMIS
242
Northwestern Mutual Investment Services
Wisconsin
$3K +$3K +402 New
FPFS
243
First Personal Financial Services
North Carolina
$3K +$3K +408 New
SIM
244
Sonora Investment Management
Arizona
$1K – – –
WA
245
WBH Advisory
Maryland
$306 +$4 +456 +1%
Citadel Advisors
246
Citadel Advisors
Florida
– -$2.39M -312,990 Closed
B
247
Bailard
California
– -$1.8M -235,650 Closed
TRCT
248
Tower Research Capital (TRC)
New York
– -$1.48M -194,538 Closed
AI
249
Atria Investments
North Carolina
– -$564K -73,932 Closed
AL
250
Aspiriant LLC
California
– -$245K -30,900 Closed
7 8 9
10
11