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

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$15M
2
FMP
2
Financial Management Professionals
Texas
$42.7M
3
DWM
3
Destination Wealth Management
California
$4.57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$460K
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPB
276
Badgley, Phelps & Bell
Washington
– -$201K -24,642 Closed
PVH
277
Psagot Value Holdings
Israel
– -$143K -17,568 Closed
WTB
278
Washington Trust Bank
Washington
– -$51K -6,300 Closed
LWM
279
LBA Wealth Management
Florida
– -$25K -3,090 Closed
SEI Investments
280
SEI Investments
Pennsylvania
– -$12K -1,506 Closed
Bessemer Group
281
Bessemer Group
New Jersey
– -$10K -1,230 Closed
CIM
282
Contravisory Investment Management
Massachusetts
– -$6K -714 Closed
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