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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

278 hedge funds and large institutions have $2.44B invested in Schwab US Large- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+11
Holders Change %
+4.12%
% of All Funds
7.43%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1.2%
New
26
Increased
135
Reduced
77
Closed
15
Calls
$928K
Puts
–
Net Calls
+$928K
Net Calls Change
+$257K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$907M
2
AB
AT Bancorp
Iowa
$45.3M
3
QI
QS Investors
New York
$110M
4
HSA
HBK Sorce Advisory
Pennsylvania
$120M
5
Charles Schwab
Charles Schwab
California
$87.7M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$20.3M
2
Jane Street
Jane Street
New York
$926K
3
CCA
Cobblestone Capital Advisors
New York
$40.7M
4
PFC
Phocas Financial Corp
California
$6.21M
5
Goldman Sachs
Goldman Sachs
New York
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
26
Moneywise Inc
Virginia
$13.4M +$13.4M +1,558,770 New
AIM
27
AMI Investment Management
Indiana
$12.6M +$359K +41,694 +3%
BSB
28
Bangor Savings Bank
Maine
$12M +$770K +89,514 +7%
AL
29
Aspiriant LLC
California
$11.3M +$1.8M +209,712 +19%
KKAMG
30
Kernodle & Katon Asset Management Group
Arkansas
$11M -$1.12M -129,780 -9%
SFA
31
Sequoia Financial Advisors
Ohio
$10.7M +$10.2M +1,185,024 +2,138%
LIM
32
Leavell Investment Management
Alabama
$10.7M +$137K +15,960 +1%
EWM
33
Empirical Wealth Management
Washington
$10.7M -$4.9M -569,712 -31%
CCM
34
CWH Capital Management
Washington
$10.6M -$690K -80,178 -6%
BA
35
Bristlecone Advisors
Washington
$10.6M +$302K +35,058 +3%
BPM
36
Bowling Portfolio Management
Ohio
$10M -$1.18M -137,208 -11%
Wells Fargo
37
Wells Fargo
California
$9.88M -$271K -31,500 -3%
RWM
38
RKL Wealth Management
Pennsylvania
$9.44M -$533K -61,926 -5%
SI
39
SII Investments
Wisconsin
$9.34M +$1.09M +126,522 +13%
SWA
40
Sutton Wealth Advisors
Florida
$8.14M +$45K +5,226 +0.6%
Ameriprise
41
Ameriprise
Minnesota
$7.78M +$400K +46,524 +5%
BFG
42
Bouchey Financial Group
New York
$7.66M +$219K +25,476 +3%
CWM
43
Cabot Wealth Management
Massachusetts
$7.26M +$1.87M +216,954 +35%
SJIM
44
St. Johns Investment Management
Florida
$7.09M +$2.47M +287,478 +54%
VAS
45
Valicenti Advisory Services
New York
$6.65M +$6.65M +772,356 New
AA
46
Apriem Advisors
California
$6.4M +$6.37M +740,052 +17,323%
PFC
47
Phocas Financial Corp
California
$6.21M -$5.6M -675,366 Closed
MFS
48
Monetta Financial Services
Illinois
$6.19M – – –
AFWA
49
Ancora Family Wealth Advisors
Ohio
$6.14M +$621K +72,222 +11%
LPL Financial
50
LPL Financial
California
$5.9M -$335K -39,150 -5%
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