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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 %
Mariner
51
Mariner
Kansas
$5.78M +$521K +60,588 +10%
DPA
52
Delphi Private Advisors
California
$5.7M -$614K -71,388 -10%
ADL
53
Asset Dedication LLC
California
$5.65M +$398K +46,368 +8%
OWM
54
Orgel Wealth Management
Wisconsin
$5.53M – – –
MWM
55
MinichMacGregor Wealth Management
New York
$4.95M -$30.1K -3,498 -0.6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$4.62M +$112K +12,960 +2%
HCM
57
Hengehold Capital Management
Ohio
$4.55M -$1.06M -123,312 -19%
NIC
58
Northwest Investment Counselors
Oregon
$4.54M +$248K +28,782 +6%
Morgan Stanley
59
Morgan Stanley
New York
$4.51M +$1.62M +188,112 +56%
KP
60
Keel Point
Alabama
$4.48M +$1.65M +191,790 +58%
DWM
61
Destination Wealth Management
California
$4.37M -$369K -42,924 -8%
UBS Group
62
UBS Group
Switzerland
$4.31M +$3.87M +449,994 +878%
BFPW
63
BOK Financial Private Wealth
Colorado
$4.23M -$108K -12,498 -2%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$4.21M +$233K +27,108 +6%
AA
65
Alesco Advisors
New York
$3.93M -$252K -29,244 -6%
LWA
66
Lenox Wealth Advisors
New York
$3.83M +$285K +33,078 +8%
CA
67
Corrado Advisors
New Jersey
$3.82M -$1.42M -165,372 -27%
JIC
68
Johnson Investment Counsel
Ohio
$3.66M +$1.68M +195,180 +85%
PAG
69
Pinnacle Advisory Group
Maryland
$3.48M +$1.53M +179,964 +78%
VCAM
70
Van Cleef Asset Management
Ohio
$3.35M +$298K +34,602 +10%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$3.32M -$484K -56,712 -13%
AG
72
Appleton Group
Wisconsin
$3.32M +$3.77K +438 +0.1%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$3.29M +$241K +28,020 +8%
BC
74
Bartlett & Co
Ohio
$3.22M -$180K -20,892 -5%
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$3.18M -$78.7K -9,144 -2%
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