SCHX icon

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.

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 %
OWM
51
Orgel Wealth Management
Wisconsin
$5.23M +$5.23M +642,600 New
PFC
52
Phocas Financial Corp
California
$5M +$114K +14,010 +2%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.97M -$18.5M -2,263,506 -79%
CWM
54
Cabot Wealth Management
Massachusetts
$4.91M -$668K -82,086 -12%
SBL
55
Sargent Bickham Lagudis
Colorado
$4.87M +$4.87M +598,368 New
Mariner
56
Mariner
Kansas
$4.74M +$132K +16,218 +3%
MWM
57
MinichMacGregor Wealth Management
New York
$4.74M +$177K +21,780 +4%
ADL
58
Asset Dedication LLC
California
$4.57M -$1.35M -165,864 -23%
SIC
59
Salem Investment Counselors
North Carolina
$4.08M +$240K +29,460 +6%
NIC
60
Northwest Investment Counselors
Oregon
$4.01M +$342K +42,066 +9%
AA
61
Alesco Advisors
New York
$3.8M +$333K +40,896 +10%
VFS
62
VSR Financial Services
Kansas
$3.72M +$646K +79,332 +21%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$3.55M +$1.04M +127,338 +41%
KP
64
Keel Point
Alabama
$3.47M +$3.47K +426 +0.1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$3.44M -$208K -25,506 -6%
BC
66
Bartlett & Co
Ohio
$3.19M -$8.74K -1,074 -0.3%
Bank of America
67
Bank of America
North Carolina
$3.06M +$2.32M +284,628 +313%
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$3M +$131K +16,068 +5%
LWA
69
Lenox Wealth Advisors
New York
$2.9M +$402K +49,416 +16%
Morgan Stanley
70
Morgan Stanley
New York
$2.87M -$4.77M -585,990 -62%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$2.83M -$2.62M -321,720 -48%
VCAM
72
Van Cleef Asset Management
Ohio
$2.81M -$290K -35,574 -9%
SJIM
73
St. Johns Investment Management
Florida
$2.78M -$319K -39,228 -10%
CCM
74
Condor Capital Management
New Jersey
$2.54M -$154K -18,858 -6%
SEIA
75
Signature Estate & Investment Advisors
California
$2.44M +$149K +18,342 +7%
1 2
3
4 5