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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 %
HCM
51
Hengehold Capital Management
Ohio
$4.77M 98,265 +3,031 +3%
TAT
52
TD Ameritrade Trust
Colorado
$4.74M 97,628 +97,626 +4,881,300%
MWM
53
MinichMacGregor Wealth Management
New York
$4.72M 93,328 +93,328 New
Mariner
54
Mariner
Kansas
$4.58M 94,366 -361,556 -79%
ACM
55
Argent Capital Management
Missouri
$4.34M 89,380 +89,380 New
SIC
56
Salem Investment Counselors
North Carolina
$3.82M 78,549 +8,345 +12%
NIC
57
Northwest Investment Counselors
Oregon
$3.65M 75,177 -42 -0.1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$3.62M 74,580 +998 +1%
KP
59
Keel Point
Alabama
$3.45M 71,015 +71,015 New
AA
60
Alesco Advisors
New York
$3.44M 70,881 +297 +0.4%
BC
61
Bartlett & Co
Ohio
$3.18M 65,506 +2,906 +5%
PMG
62
ProVise Management Group
Florida
$3.08M 63,495 +63,495 New
VCAM
63
Van Cleef Asset Management
Ohio
$3.08M 63,479 -6,409 -9%
SJIM
64
St. Johns Investment Management
Florida
$3.08M 63,388 +17,017 +37%
VFS
65
VSR Financial Services
Kansas
$3.06M 62,956 +5,617 +10%
NDSI
66
Newman Dignan & Sheerar Inc
Rhode Island
$2.85M 58,737 +2,358 +4%
CCM
67
Condor Capital Management
New Jersey
$2.68M 55,082 +10,109 +22%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.65M 54,640 +46,103 +540%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$2.5M 51,380 +13,651 +36%
LWA
70
Lenox Wealth Advisors
New York
$2.48M 51,048 +12,959 +34%
BA
71
Bristlecone Advisors
Washington
$2.46M 50,658 +50,658 New
EMA
72
Efficient Market Advisors
California
$2.44M 50,207 +40,577 +421%
EWA
73
EP Wealth Advisors
California
$2.33M 47,915 +26,700 +126%
BRWA
74
B. Riley Wealth Advisors
Florida
$2.33M 47,867 +35,580 +290%
SEIA
75
Signature Estate & Investment Advisors
California
$2.28M 46,930 +4,135 +10%
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