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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 %
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$6K +$6K +738 New
SIM
252
Sonora Investment Management
Arizona
$991 – – –
OCM
253
One Capital Management
California
$566 +$7 +900 +1%
PFG
254
Piershale Financial Group
Illinois
– -$12.7M -1,567,212 Closed
ACM
255
Argent Capital Management
Missouri
– -$4.34M -536,280 Closed
PMG
256
ProVise Management Group
Florida
– -$3.08M -380,970 Closed
HTC
257
Haverford Trust Company
Pennsylvania
– -$1.64M -203,094 Closed
JG
258
Jefferies Group
New York
– -$991K -122,400 Closed
SG Americas Securities
259
SG Americas Securities
New York
– -$935K -115,524 Closed
WP
260
WMS Partners
Maryland
– -$701K -86,634 Closed
SFS
261
Summit Financial Strategies
Ohio
– -$651K -80,376 Closed
QCMC
262
Quantum Capital Management (California)
California
– -$483K -59,694 Closed
HIMC
263
Heritage Investors Management Corp
Maryland
– -$413K -51,000 Closed
CG
264
Colony Group
Massachusetts
– -$409K -50,538 Closed
VF
265
Virtu Financial
New York
– -$361K -44,616 Closed
MWP
266
Moller Wealth Partners
– -$345K -42,660 Closed
AWMG
267
Alliance Wealth Management Group
New Jersey
– -$279K -34,476 Closed
SWM
268
Stockman Wealth Management
Montana
– -$278K -34,356 Closed
WSTAM
269
Wilbanks Smith & Thomas Asset Management
Virginia
– -$240K -29,640 Closed
HB
270
Homrich & Berg
Georgia
– -$233K -28,728 Closed
Baird Financial Group
271
Baird Financial Group
Wisconsin
– -$225K -27,786 Closed
AWM
272
AllSquare Wealth Management
New York
– -$159K -19,626 Closed
CTC
273
Central Trust Company
Missouri
– -$101K -12,444 Closed
AP
274
Atwood & Palmer
Missouri
– -$82K -10,176 Closed
RBC
275
Roble Belko & Company
Pennsylvania
– -$24K -2,922 Closed
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