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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 %
BWA
276
Burt Wealth Advisors
Maryland
$215K – – –
RCA
277
Rowland Carmichael Advisors
Arizona
$213K – – –
PP
278
Patten & Patten
Tennessee
$211K – – –
PO
279
Private Ocean
California
$206K – – –
SEI Investments
280
SEI Investments
Pennsylvania
$191K +$191K +21,480 New
FANJ
281
Financial Architects (New Jersey)
New Jersey
$174K -$13.2K -1,488 -7%
TCM
282
Tradewinds Capital Management
Washington
$171K +$9.38K +1,056 +6%
RCG
283
Ruggie Capital Group
Florida
$150K -$31.1K -3,498 -17%
GBBWRPM
284
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$148K +$11.9K +1,332 +9%
CDIA
285
Capital Directions Investment Advisors
Georgia
$141K – – –
PA
286
Parallel Advisors
California
$139K +$139K +15,708 New
SSB
287
Sandy Spring Bank
Maryland
$108K -$2.67K -300 -2%
MA
288
MUFG Americas
New York
$86K +$3.14K +354 +4%
SF
289
Synovus Financial
Georgia
$79K -$1.12K -126 -1%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$76K – – –
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$74K – – –
RFA
292
Reilly Financial Advisors
California
$61K – – –
HNB
293
Huntington National Bank
Ohio
$56K -$54K – –
WA
294
Winfield Associates
Ohio
$54K +$850 +96 +2%
PCP
295
Proficio Capital Partners
Massachusetts
$53K – – –
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$51K +5,796 New
WTC
297
WhitTier Trust Company
Nevada
$49K – – –
EWM
298
Evercore Wealth Management
New York
$41K – – –
RPG
299
Risk Paradigm Group
Texas
$39.8K – – –
CG
300
Cutler Group
California
$39K -$265K -30,306 -87%
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