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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 %
UBS AM
301
UBS AM
Illinois
$39K +$39K +4,440 New
ST
302
Smithfield Trust
Pennsylvania
$27K – – –
FTUS
303
Flow Traders U.S.
New York
$26K -$879K -100,800 -97%
GWM
304
Geneos Wealth Management
Colorado
$26K – – –
CPIG
305
Chicago Partners Investment Group
Illinois
$25K +$161 +18 +0.6%
MDCM
306
Morgan Dempsey Capital Management
Wisconsin
$24K +$24K +2,652 New
HCM
307
Horrell Capital Management
Arkansas
$20K +$12.9K +1,446 +181%
AF
308
Allworth Financial
California
$19K -$2.41K -276 -11%
NR
309
Newfound Research
Massachusetts
$19K +$158 +18 +0.8%
EWM
310
Edge Wealth Management
New York
$16K -$13.3K -1,500 -45%
CIA
311
Cascade Investment Advisors
Oregon
$13.6K +$13.6K +1,530 New
YWP
312
YorkBridge Wealth Partners
New York
$13K +$13K +1,518 New
LCM
313
Liberty Capital Management
Michigan
$12K – – –
Citigroup
314
Citigroup
New York
$11K -$5.5K -600 -33%
DADC
315
D.A. Davidson & Co
Montana
$5K +$5K +618 New
CIM
316
Contravisory Investment Management
Massachusetts
$2K -$514 -54 -20%
PG
317
Patten Group
Tennessee
$2K – – –
SIM
318
Sonora Investment Management
Arizona
$1.07K – – –
IWM
319
IHT Wealth Management
Illinois
$1K +$1K +60 New
AWM
320
Arbor Wealth Management
Florida
$314 -$63 -7,650 -17%
Envestnet Asset Management
321
Envestnet Asset Management
Illinois
– -$33.2M -3,854,424 Closed
TCM
322
Tuttle Capital Management
Connecticut
– -$2.07M -240,720 Closed
AA
323
Advisory Alpha
Michigan
– -$593K -68,982 Closed
JFA
324
JNBA Financial Advisors
Minnesota
– -$575K -66,786 Closed
AIA
325
Allegis Investment Advisors
Idaho
– -$566K -65,838 Closed
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