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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 %
Wells Fargo
51
Wells Fargo
California
$10.2M +$33.2K +3,738 +0.3%
DWM
52
Destination Wealth Management
California
$9.77M +$5.26M +592,590 +117%
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$9.23M +$9.23M +1,012,062 New
CWM
54
Cabot Wealth Management
Massachusetts
$8.82M +$1.34M +150,516 +18%
SWA
55
Sutton Wealth Advisors
Florida
$8.69M +$298K +33,594 +4%
Ameriprise
56
Ameriprise
Minnesota
$8.36M +$329K +37,008 +4%
SJIM
57
St. Johns Investment Management
Florida
$8.23M +$916K +103,230 +13%
BC
58
Brinker Capital
Pennsylvania
$8.1M +$8.1M +912,486 New
VAS
59
Valicenti Advisory Services
New York
$7.66M +$808K +91,020 +12%
BFG
60
Bouchey Financial Group
New York
$7.32M -$577K -64,998 -7%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.31M +$5.08M +572,160 +228%
LPL Financial
62
LPL Financial
California
$7.21M +$1.04M +116,310 +17%
Mariner
63
Mariner
Kansas
$7.17M +$1.21M +136,266 +20%
AA
64
Ancora Advisors
Ohio
$6.71M +$6.71M +756,234 New
MFS
65
Monetta Financial Services
Illinois
$6.39M – – –
OWM
66
Orgel Wealth Management
Wisconsin
$6.32M +$616K +69,420 +11%
ADL
67
Asset Dedication LLC
California
$6.27M +$432K +48,708 +7%
JIC
68
Johnson Investment Counsel
Ohio
$5.89M +$2.11M +237,390 +56%
DPA
69
Delphi Private Advisors
California
$5.87M -$14.4K -1,626 -0.2%
PAG
70
Pinnacle Advisory Group
Maryland
$5.23M +$1.59M +179,514 +44%
MWM
71
MinichMacGregor Wealth Management
New York
$5.16M +$58.4K +6,576 +1%
Morgan Stanley
72
Morgan Stanley
New York
$4.99M +$333K +37,512 +7%
PFC
73
Phocas Financial Corp
California
$4.99M +$4.99M +561,750 New
SBL
74
Sargent Bickham Lagudis
Colorado
$4.88M +$2.59M +291,414 +113%
NIC
75
Northwest Investment Counselors
Oregon
$4.85M +$171K +19,284 +4%
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