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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 %
FMP
26
Financial Management Professionals
Texas
$17.3M -$3.5M -396,804 -17%
BMM
27
Buffington Mohr McNeal
Idaho
$16.5M -$461K -51,984 -3%
TAT
28
TD Ameritrade Trust
Colorado
$16.4M -$9.22M -1,038,924 -36%
WA
29
WealthTrust-Arizona
Arizona
$16M +$625K +70,392 +4%
JFG
30
JMG Financial Group
Illinois
$15.6M -$3.31M -372,594 -18%
FC
31
Financial Consulate
Maryland
$15.5M -$610K -68,694 -4%
LIM
32
Leavell Investment Management
Alabama
$15.2M +$4.19M +472,314 +38%
MI
33
Moneywise Inc
Virginia
$14.5M +$706K +79,506 +5%
ML
34
McAdam LLC
Pennsylvania
$13.6M +$13.6M +1,531,962 New
BSB
35
Bangor Savings Bank
Maine
$13.3M +$926K +104,352 +7%
BPM
36
Bowling Portfolio Management
Ohio
$13M +$2.61M +293,628 +25%
BWA
37
BlueSky Wealth Advisors
North Carolina
$12.5M +$12.5M +1,405,740 New
AIM
38
AMI Investment Management
Indiana
$12.5M -$552K -62,232 -4%
Jane Street
39
Jane Street
New York
$12.2M +$11.3M +1,269,786 +1,180%
BA
40
Bristlecone Advisors
Washington
$11.9M +$891K +100,398 +8%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$11.8M +$7.42M +836,412 +171%
KKAMG
42
Kernodle & Katon Asset Management Group
Arkansas
$11.6M +$296K +33,306 +3%
AL
43
Aspiriant LLC
California
$11.6M -$13.2K -1,488 -0.1%
SFA
44
Sequoia Financial Advisors
Ohio
$11.4M +$340K +38,268 +3%
PP
45
PagnatoKarp Partners
Virginia
$11.1M +$11.1M +1,252,800 New
PFG
46
Piershale Financial Group
Illinois
$10.5M +$10.5M +1,183,968 New
SI
47
SII Investments
Wisconsin
$10.4M +$785K +88,422 +8%
EWM
48
Empirical Wealth Management
Washington
$10.4M -$606K -68,316 -6%
RWM
49
RKL Wealth Management
Pennsylvania
$10.4M +$618K +69,654 +6%
K
50
Kemper
Illinois
$10.2M +$10.2M +1,153,680 New
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