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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

322 hedge funds and large institutions have $3.07B invested in Schwab US Large- Cap ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 150 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+44
Holders Change %
+15.83%
% of All Funds
8.06%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
1.43%
New
63
Increased
150
Reduced
76
Closed
17
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$362K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.09B
2
AA
2
Apriem Advisors
California
$42.6M
3
SWA
3
SFMG Wealth Advisors
Texas
$34.5M
4
AB
4
AT Bancorp
Iowa
$72.8M
5
QI
5
QS Investors
New York
$129M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
TAT
2
TD Ameritrade Trust
Colorado
$16.4M
3
UBS Group
3
UBS Group
Switzerland
$329K
4
FMP
4
Financial Management Professionals
Texas
$17.3M
5
JFG
5
JMG Financial Group
Illinois
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
226
Geneva Advisors
Illinois
$415K +$65.3K +7,356 +19%
AMM
227
American Money Management
California
$413K +$639 +72 +0.2%
LS
228
Lattice Strategies
Pennsylvania
$409K -$159K -17,940 -28%
ACM
229
Armbruster Capital Management
New York
$403K +$62.8K +7,080 +18%
SFG
230
StrategIQ Financial Group
Indiana
$396K +$42.3K +4,758 +12%
FM
231
Foster & Motley
Ohio
$394K -$26.7K -3,000 -6%
BAC
232
Boys Arnold & Co
North Carolina
$385K – – –
MWM
233
Mission Wealth Management
California
$383K +$479 +54 +0.1%
IH
234
IFC Holdings
Florida
$380K +$56K +6,300 +17%
MWM
235
Meridian Wealth Management
Kentucky
$374K +$374K +42,126 New
PAM
236
Premier Asset Management
Illinois
$372K -$3.19K -360 -0.9%
CAN
237
Cetera Advisor Networks
California
$371K +$3.2K +360 +0.9%
CIC
238
Carnegie Investment Counsel
Ohio
$365K +$365K +40,578 New
LF
239
Lee Financial
Texas
$363K +$363K +40,896 New
SMC
240
Smith, Moore & Co
Missouri
$357K – – –
WCM
241
Weik Capital Management
Pennsylvania
$353K -$541K -60,894 -61%
SCM
242
SOL Capital Management
Maryland
$352K -$3.99K -450 -1%
ECM
243
Ensemble Capital Management
California
$350K -$27.2K -3,060 -7%
MGIA
244
Moneta Group Investment Advisors
Missouri
$344K +$60.5K +6,810 +21%
TCM
245
Twele Capital Management
Minnesota
$343K +$16.8K +1,896 +5%
WI
246
Wedgewood Investors
Pennsylvania
$342K – – –
AIM
247
Aspen Investment Management
Michigan
$341K +$77.5K +8,730 +29%
FWCM
248
Ferguson Wellman Capital Management
Oregon
$337K +$337K +37,986 New
UBS Group
249
UBS Group
Switzerland
$329K -$4.13M -464,262 -93%
LNWWM
250
Laird Norton Wetherby Wealth Management
California
$327K – – –
8 9
10
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