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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

267 hedge funds and large institutions have $2.13B invested in Schwab US Large- Cap ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+13
Holders Change %
+5.12%
% of All Funds
7.14%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.1%
New
31
Increased
122
Reduced
87
Closed
16
Calls
$1.02M
Puts
$344K
Net Calls
+$671K
Net Calls Change
+$351K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$747M
2
QI
QS Investors
New York
$86M
3
WCWM
Wooster Corthell Wealth Management
Connecticut
$14.5M
4
KF
Krilogy Financial
Missouri
$5.99M
5
Creative Planning
Creative Planning
Kansas
$70.2M

Top Sellers

1
EWM
Empirical Wealth Management
Washington
$15M
2
FMP
Financial Management Professionals
Texas
$42.7M
3
DWM
Destination Wealth Management
California
$4.57M
4
SFA
Sequoia Financial Advisors
Ohio
$460K
5
LPL Financial
LPL Financial
California
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
251
Citigroup
New York
$30K -$30K -3,600 -50%
GBBWRPM
252
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K -$25.9K -3,162 -46%
EWM
253
Edge Wealth Management
New York
$27K -$12.3K -1,500 -31%
ST
254
Smithfield Trust
Pennsylvania
$25K – – –
GWM
255
Geneos Wealth Management
Colorado
$24K – – –
CPIG
256
Chicago Partners Investment Group
Illinois
$23K +$100 +12 +0.4%
JWA
257
JFS Wealth Advisors
Pennsylvania
$21K – – –
NR
258
Newfound Research
Massachusetts
$18K +$1.98K +234 +12%
AF
259
Allworth Financial
California
$14K +$14K +1,638 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +1,650 New
SIM
261
Sonora Investment Management
Arizona
$12.3K +$11.3K +1,368 +1,140%
JPMorgan Chase & Co
262
JPMorgan Chase & Co
New York
$8K +$8K +936 New
CFA
263
Carroll Financial Associates
North Carolina
$8K +$8K +1,002 New
HCM
264
Horrell Capital Management
Arkansas
$7K – – –
Chevy Chase Trust
265
Chevy Chase Trust
Maryland
$6K -$254 -30 -4%
PG
266
Patten Group
Tennessee
$3.38K +$3.38K +408 New
VFS
267
VSR Financial Services
Kansas
– -$3.72M -457,068 Closed
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
– -$977K -120,000 Closed
AIG
269
American International Group
New York
– -$974K -119,682 Closed
VKH
270
Virtu KCG Holdings
New York
– -$477K -58,578 Closed
PA
271
Paracle Advisors
Washington
– -$422K -51,918 Closed
FAAS
272
First Allied Advisory Services
California
– -$372K -45,846 Closed
HFS
273
HL Financial Services
Kentucky
– -$307K -37,740 Closed
PAM
274
Premier Asset Management
Illinois
– -$246K -30,270 Closed
SL
275
Summitry LLC
California
– -$203K -24,882 Closed
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