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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 %
MWM
251
Marietta Wealth Management
Georgia
$323K +$323K +36,336 New
GIA
252
GHP Investment Advisors
Colorado
$319K -$39.9K -4,494 -11%
GAM
253
Garrison Asset Management
Arkansas
$318K +$1.49K +168 +0.5%
CG
254
Colony Group
Massachusetts
$318K +$26K +2,928 +9%
MWP
255
Moller Wealth Partners
$312K +$60.4K +6,810 +24%
EHPM
256
Emery Howard Portfolio Management
California
$309K +$2.03K +228 +0.7%
PCA
257
Personal Capital Advisors
California
$305K +$1.44K +162 +0.5%
STMM
258
South Texas Money Management
Texas
$301K +$83.7K +9,438 +39%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$297K -$110K -12,384 -27%
MCP
260
Mirador Capital Partners
California
$296K +$296K +33,378 New
BAM
261
Barrett Asset Management
New York
$294K +$47.9K +5,400 +19%
AIA
262
Armor Investment Advisors
North Carolina
$289K +$289K +32,586 New
HIC
263
Hartline Investment Corp
Illinois
$274K – – –
APSI
264
Asset Planning Services Inc
Louisiana
$274K +$274K +30,870 New
BSW
265
Buckingham Strategic Wealth
Missouri
$271K +$39.9K +4,500 +17%
CG
266
Caprock Group
Idaho
$259K – – –
CWM
267
Confluence Wealth Management
Oregon
$253K -$656K -73,788 -72%
UAS
268
United Asset Strategies
New York
$242K +$242K +27,246 New
RJFSA
269
Raymond James Financial Services Advisors
Florida
$233K +$233K +26,196 New
Stifel Financial
270
Stifel Financial
Missouri
$227K +$227K +25,620 New
WPA
271
West Paces Advisors
Georgia
$223K +$223K +25,170 New
SPC
272
Stewart & Patten Company
California
$220K +$10.5K +1,188 +5%
GC
273
Garde Capital
Washington
$220K +$220K +24,828 New
MCWS
274
McKinley Carter Wealth Services
West Virginia
$219K +$219K +24,690 New
BCIM
275
Bishop & Co Investment Management
Pennsylvania
$215K – – –
9 10
11
12 13