SCHX icon

Schwab US Large- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$74K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$72K +$57.7K +6,666 +404%
EVC
253
Eidelman Virant Capital
Missouri
$70K -$1.26M -131,238 -95%
RFA
254
Reilly Financial Advisors
California
$59K
HNB
255
Huntington National Bank
Ohio
$54K -$52K
WA
256
Winfield Associates
Ohio
$52K
PCP
257
Proficio Capital Partners
Massachusetts
$52K
WTC
258
WhitTier Trust Company
Nevada
$47K
SIC
259
Salem Investment Counselors
North Carolina
$45.6K +$690 +8,022 +2%
ACM
260
Argentus Capital Management
Texas
$43K -$5.17K -600 -11%
EWM
261
Evercore Wealth Management
New York
$40K
RPG
262
Risk Paradigm Group
Texas
$38.6K
EWM
263
Edge Wealth Management
New York
$28K
ST
264
Smithfield Trust
Pennsylvania
$26K
GWM
265
Geneos Wealth Management
Colorado
$25K
CPIG
266
Chicago Partners Investment Group
Illinois
$24K +$104 +12 +0.4%
AF
267
Allworth Financial
California
$21K +$6.98K +816 +50%
NR
268
Newfound Research
Massachusetts
$18K +$101 +12 +0.6%
Citigroup
269
Citigroup
New York
$15K -$15K -1,800 -50%
BWP
270
BSW Wealth Partners
Colorado
$13.2K -$241K -74,688 -95%
LCM
271
Liberty Capital Management
Michigan
$11K +$11K +1,320 New
HCM
272
Horrell Capital Management
Arkansas
$7K
Chevy Chase Trust
273
Chevy Chase Trust
Maryland
$6K
SBL
274
Sargent Bickham Lagudis
Colorado
$2.22K -$3.03K -352,416 -58%
CIM
275
Contravisory Investment Management
Massachusetts
$2K +$2K +264 New