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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.

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 %
AIM
26
AMI Investment Management
Indiana
$11.8M +$55.3K +6,666 +0.5%
KKAMG
27
Kernodle & Katon Asset Management Group
Arkansas
$11.7M -$3.69M -444,714 -24%
CCM
28
CWH Capital Management
Washington
$10.9M -$1.08M -130,800 -9%
BPM
29
Bowling Portfolio Management
Ohio
$10.8M -$489K -58,896 -4%
BSB
30
Bangor Savings Bank
Maine
$10.8M -$627K -75,558 -5%
LIM
31
Leavell Investment Management
Alabama
$10.2M +$17.8K +2,148 +0.2%
BA
32
Bristlecone Advisors
Washington
$9.96M +$4.45M +536,298 +81%
Wells Fargo
33
Wells Fargo
California
$9.78M +$391K +47,148 +4%
RWM
34
RKL Wealth Management
Pennsylvania
$9.69M -$486K -58,218 -5%
AL
35
Aspiriant LLC
California
$9.03M -$3.34M -406,356 -27%
Jane Street
36
Jane Street
New York
$8.69M -$3.7M -446,478 -30%
SI
37
SII Investments
Wisconsin
$7.97M +$785K +94,578 +11%
SWA
38
Sutton Wealth Advisors
Florida
$7.8M +$96.6K +11,640 +1%
BFG
39
Bouchey Financial Group
New York
$7.17M -$4.78K -576 -0.1%
Ameriprise
40
Ameriprise
Minnesota
$7.13M +$1.69M +203,736 +31%
Goldman Sachs
41
Goldman Sachs
New York
$6.97M -$178K -21,480 -2%
DPA
42
Delphi Private Advisors
California
$6.09M -$423K -51,000 -6%
LPL Financial
43
LPL Financial
California
$6.06M -$4.41M -530,658 -42%
KF
44
Krilogy Financial
Missouri
$5.99M +$5.68M +685,068 +1,865%
MFS
45
Monetta Financial Services
Illinois
$5.97M – – –
PFC
46
Phocas Financial Corp
California
$5.6M +$503K +60,678 +10%
HCM
47
Hengehold Capital Management
Ohio
$5.41M +$44.2K +5,334 +0.8%
OWM
48
Orgel Wealth Management
Wisconsin
$5.33M – – –
AFWA
49
Ancora Family Wealth Advisors
Ohio
$5.32M -$14.9K -1,794 -0.3%
CWM
50
Cabot Wealth Management
Massachusetts
$5.2M +$188K +22,632 +4%
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