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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

254 hedge funds and large institutions have $1.99B invested in Schwab US Large- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
6.78%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.12%
New
37
Increased
118
Reduced
68
Closed
27
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$647M
2
Creative Planning
2
Creative Planning
Kansas
$63.4M
3
QI
3
QS Investors
New York
$65.7M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$97.6M
5
AL
5
Aspiriant LLC
California
$12.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.97M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FMP
3
Financial Management Professionals
Texas
$55.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.87M
5
ACM
5
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WealthTrust-Arizona
Arizona
$13.6M +$1.03M +126,864 +8%
AL
27
Aspiriant LLC
California
$12.3M +$12.3M +1,505,274 New
Jane Street
28
Jane Street
New York
$12.2M +$4.54M +557,994 +60%
CCM
29
CWH Capital Management
Washington
$11.8M -$2.86M -351,114 -20%
AIM
30
AMI Investment Management
Indiana
$11.6M -$2.2K -270 -0%
BSB
31
Bangor Savings Bank
Maine
$11.2M -$366K -44,916 -3%
BPM
32
Bowling Portfolio Management
Ohio
$11.1M +$3.23M +397,110 +41%
LPL Financial
33
LPL Financial
California
$10.2M -$648K -80,106 -6%
LIM
34
Leavell Investment Management
Alabama
$9.95M -$293K -35,958 -3%
RWM
35
RKL Wealth Management
Pennsylvania
$9.91M -$479K -58,842 -5%
Wells Fargo
36
Wells Fargo
California
$9.22M +$812K +99,804 +10%
CA
37
Corrado Advisors
New Jersey
$8.3M -$241K -29,580 -3%
SWA
38
Sutton Wealth Advisors
Florida
$7.56M +$7.56M +929,046 New
SI
39
SII Investments
Wisconsin
$7.05M +$1.7M +208,566 +32%
BFG
40
Bouchey Financial Group
New York
$7.04M +$627K +77,052 +10%
Goldman Sachs
41
Goldman Sachs
New York
$7.02M -$93.2K -11,448 -1%
DPA
42
Delphi Private Advisors
California
$6.39M -$307K -37,734 -5%
SFA
43
Sequoia Financial Advisors
Ohio
$6.38M +$984K +120,852 +18%
MFS
44
Monetta Financial Services
Illinois
$5.86M – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$5.58M -$2.63M -323,076 -32%
BWM
46
BerganKDV Wealth Management
Minnesota
$5.49M +$5.49M +673,860 New
BA
47
Bristlecone Advisors
Washington
$5.41M +$2.93M +360,492 +119%
Ameriprise
48
Ameriprise
Minnesota
$5.32M +$3.99M +489,996 +299%
HCM
49
Hengehold Capital Management
Ohio
$5.26M +$464K +56,940 +10%
AFWA
50
Ancora Family Wealth Advisors
Ohio
$5.23M +$392K +48,168 +8%
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