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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

254 hedge funds and large institutions have $1.99B invested in Schwab US Large- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
6.78%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.12%
New
37
Increased
118
Reduced
68
Closed
27
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$647M
2
Creative Planning
2
Creative Planning
Kansas
$63.4M
3
QI
3
QS Investors
New York
$65.7M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$97.6M
5
AL
5
Aspiriant LLC
California
$12.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.97M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FMP
3
Financial Management Professionals
Texas
$55.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.87M
5
ACM
5
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$64K -$394K -48,600 -86%
ASN
227
Advisory Services Network
Georgia
$64K +$30.3K +3,738 +90%
Citigroup
228
Citigroup
New York
$59K – – –
RFA
229
Reilly Financial Advisors
California
$56K – – –
GBBWRPM
230
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K – – –
HNB
231
Huntington National Bank
Ohio
$52K -$51K – –
WTB
232
Washington Trust Bank
Washington
$51K -$12.6K -1,560 -20%
WA
233
Winfield Associates
Ohio
$49K – – –
PCP
234
Proficio Capital Partners
Massachusetts
$49K +$49K +6,000 New
ACM
235
Argentus Capital Management
Texas
$47K -$198K -24,114 -81%
EWM
236
Edge Wealth Management
New York
$39K – – –
EWM
237
Evercore Wealth Management
New York
$37K – – –
AA
238
Apriem Advisors
California
$35K +$99 +12 +0.3%
HF
239
Hoxton Financial
West Virginia
$33K +$33K +4,068 New
RCA
240
Rowland Carmichael Advisors
Arizona
$32K +$32K +3,960 New
LWM
241
LBA Wealth Management
Florida
$25K – – –
ST
242
Smithfield Trust
Pennsylvania
$25K – – –
GWM
243
Geneos Wealth Management
Colorado
$24K +$24K +3,000 New
CPIG
244
Chicago Partners Investment Group
Illinois
$22K +$96 +12 +0.4%
JWA
245
JFS Wealth Advisors
Pennsylvania
$21K – – –
NR
246
Newfound Research
Massachusetts
$15K -$5.17K -654 -26%
SEI Investments
247
SEI Investments
Pennsylvania
$12K +$12K +1,506 New
Bessemer Group
248
Bessemer Group
New Jersey
$10K +$10K +1,230 New
CIM
249
Contravisory Investment Management
Massachusetts
$6K -$28K -3,330 -82%
HCM
250
Horrell Capital Management
Arkansas
$6K – – –
8 9
10
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