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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

278 hedge funds and large institutions have $2.44B invested in Schwab US Large- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+11
Holders Change %
+4.12%
% of All Funds
7.43%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1.2%
New
26
Increased
135
Reduced
77
Closed
15
Calls
$928K
Puts
–
Net Calls
+$928K
Net Calls Change
+$257K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$907M
2
AB
AT Bancorp
Iowa
$45.3M
3
QI
QS Investors
New York
$110M
4
HSA
HBK Sorce Advisory
Pennsylvania
$120M
5
Charles Schwab
Charles Schwab
California
$87.7M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$20.3M
2
Jane Street
Jane Street
New York
$926K
3
CCA
Cobblestone Capital Advisors
New York
$40.7M
4
PFC
Phocas Financial Corp
California
$6.21M
5
Goldman Sachs
Goldman Sachs
New York
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
InterOcean Capital
Illinois
$232K – – –
RWA
227
River Wealth Advisors
Pennsylvania
$232K +$232K +26,970 New
BSW
228
Buckingham Strategic Wealth
Missouri
$224K – – –
STMM
229
South Texas Money Management
Texas
$211K +$211K +24,504 New
Fisher Asset Management
230
Fisher Asset Management
Washington
$211K +$211K +24,576 New
BCIM
231
Bishop & Co Investment Management
Pennsylvania
$208K -$6.28K -732 -3%
BWA
232
Burt Wealth Advisors
Maryland
$208K +$13.3K +1,554 +7%
RCA
233
Rowland Carmichael Advisors
Arizona
$207K – – –
AI
234
Atria Investments
North Carolina
$207K +$207K +24,042 New
NPPM
235
North Point Portfolio Managers
Ohio
$206K +$206K +24,000 New
PP
236
Patten & Patten
Tennessee
$205K +$205K +23,820 New
PO
237
Private Ocean
California
$204K – – –
SPC
238
Stewart & Patten Company
California
$203K +$203K +23,616 New
TIA
239
Tiemann Investment Advisors
California
$202K +$202K +23,520 New
FANJ
240
Financial Architects (New Jersey)
New Jersey
$181K -$83.2K -9,690 -31%
RCG
241
Ruggie Capital Group
Florida
$175K -$64K -7,446 -27%
TCM
242
Tradewinds Capital Management
Washington
$157K +$5.59K +648 +4%
HR
243
Howe & Rusling
New York
$136K -$413K -47,970 -75%
CDIA
244
Capital Directions Investment Advisors
Georgia
$136K – – –
GBBWRPM
245
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K +$99.6K +11,628 +317%
SSB
246
Sandy Spring Bank
Maryland
$107K – – –
JIC
247
Joel Isaacson & Co
New York
$103K – – –
ASN
248
Advisory Services Network
Georgia
$98K +$19.5K +2,274 +25%
MA
249
MUFG Americas
New York
$80K -$26.1K -3,048 -25%
SF
250
Synovus Financial
Georgia
$77K – – –
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