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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

245 hedge funds and large institutions have $1.75B invested in Schwab US Large- Cap ETF in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
245
Holders Change
+39
Holders Change %
+18.93%
% of All Funds
6.43%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1%
New
57
Increased
104
Reduced
57
Closed
14
Calls
$318K
Puts
$2K
Net Calls
+$316K
Net Calls Change
+$316K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$555M
2
FMP
2
Financial Management Professionals
Texas
$65.2M
3
QI
3
QS Investors
New York
$46.9M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.3M
5
MWAC
5
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.5M

Top Sellers

1
Mariner
1
Mariner
Kansas
$4.58M
2
SFG
2
Sage Financial Group
Pennsylvania
$156M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.59M
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$5.42M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust-Arizona
Arizona
$12.5M 258,112 +6,444 +3%
AHS
27
Aspiriant Holdings S3
California
$11.5M 237,570 +22,772 +11%
BSB
28
Bangor Savings Bank
Maine
$11.5M 237,106 -9,741 -4%
AIM
29
AMI Investment Management
Indiana
$11.5M 236,626 +89,906 +61%
JFG
30
JMG Financial Group
Illinois
$11.4M 234,525 +38,054 +19%
SWM
31
SVA Wealth Management
Wisconsin
$10.8M 222,618 +31,061 +16%
LPL Financial
32
LPL Financial
California
$10.7M 223,414 +118,699 +113%
LIM
33
Leavell Investment Management
Alabama
$10.2M 209,653 +34,075 +19%
CA
34
Corrado Advisors
New Jersey
$8.5M 174,907 -12,041 -6%
Wells Fargo
35
Wells Fargo
California
$8.36M 172,047 -14,209 -8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.24M 167,951 -7,536 -4%
BPM
37
Bowling Portfolio Management
Ohio
$7.81M 160,837 +29,723 +23%
Morgan Stanley
38
Morgan Stanley
New York
$7.59M 156,319 -78,410 -33%
Jane Street
39
Jane Street
New York
$7.58M 156,096 -15,684 -9%
Goldman Sachs
40
Goldman Sachs
New York
$7.07M 145,570 +1,143 +0.8%
DPA
41
Delphi Private Advisors
California
$6.66M 137,098 +137,098 New
BFG
42
Bouchey Financial Group
New York
$6.38M 131,331 -36,459 -22%
ADL
43
Asset Dedication LLC
California
$5.89M 121,282 +121,282 New
MFS
44
Monetta Financial Services
Illinois
$5.83M 120,000 – –
CWM
45
Cabot Wealth Management
Massachusetts
$5.55M 114,288 +384 +0.3%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$5.42M 111,559 -49,914 -31%
SFA
47
Sequoia Financial Advisors
Ohio
$5.37M 110,561 +15,928 +17%
SI
48
SII Investments
Wisconsin
$5.33M 109,422 +103,666 +1,801%
PFC
49
Phocas Financial Corp
California
$4.86M 100,113 +8,048 +9%
AFWA
50
Ancora Family Wealth Advisors
Ohio
$4.81M 99,112 -17,524 -15%
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