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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.

New
Increased
Maintained
Reduced
Closed
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 %
Mariner
51
Mariner
Kansas
$5.07M +$239K +28,770 +5%
ADL
52
Asset Dedication LLC
California
$5.07M +$411K +49,626 +9%
SBL
53
Sargent Bickham Lagudis
Colorado
$5.07M +$101K +12,222 +2%
CA
54
Corrado Advisors
New Jersey
$5.05M -$3.41M -411,018 -40%
MWM
55
MinichMacGregor Wealth Management
New York
$4.8M -$27.6K -3,330 -0.6%
DWM
56
Destination Wealth Management
California
$4.57M -$10.2M -1,225,512 -69%
SJIM
57
St. Johns Investment Management
Florida
$4.45M +$1.62M +195,486 +57%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.35M +$846K +102,018 +24%
SIC
59
Salem Investment Counselors
North Carolina
$4.34M +$181K +21,810 +4%
BFPW
60
BOK Financial Private Wealth
Colorado
$4.18M +$3.4M +409,728 +434%
NIC
61
Northwest Investment Counselors
Oregon
$4.14M +$45.6K +5,502 +1%
AA
62
Alesco Advisors
New York
$4.03M +$160K +19,308 +4%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$3.83M +$217K +26,154 +6%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$3.65M -$1.95M -238,590 -35%
NCM
65
Novare Capital Management
North Carolina
$3.56M +$3.56M +429,618 New
LWA
66
Lenox Wealth Advisors
New York
$3.42M +$470K +56,694 +16%
BC
67
Bartlett & Co
Ohio
$3.27M +$21.8K +2,634 +0.7%
BWM
68
BerganKDV Wealth Management
Minnesota
$3.25M -$2.34M -281,952 -42%
AG
69
Appleton Group
Wisconsin
$3.2M +$3.2M +385,692 New
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$3.15M +$89.2K +10,758 +3%
TRCT
71
Tower Research Capital (TRC)
New York
$3.06M +$1.61M +194,262 +112%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$2.94M +$58.2K +7,020 +2%
VCAM
73
Van Cleef Asset Management
Ohio
$2.94M +$76.8K +9,264 +3%
Morgan Stanley
74
Morgan Stanley
New York
$2.79M -$130K -15,612 -4%
TG
75
Threshold Group
Washington
$2.74M +$2.74M +330,108 New
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