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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 %
LCM
76
Leisure Capital Management
California
$2.22M 45,697 +806 +2%
EK
77
Evensky & Katz
Florida
$2.19M 45,071 +15,011 +50%
NPC
78
National Planning Corporation
California
$2.11M 47,451 +242 +0.5%
CCM
79
Carlson Capital Management
Minnesota
$2.09M 43,038 -915 -2%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$2.05M 42,238 -113 -0.3%
PWM
81
Perigon Wealth Management
California
$2.03M 41,794 +892 +2%
AWM
82
Avior Wealth Management
Nebraska
$1.92M 39,555 -2,705 -6%
BO
83
BRR OpCo
Ohio
$1.86M 38,368 +2,096 +6%
GC
84
Grimes & Company
Massachusetts
$1.83M 37,598 -348 -0.9%
KIA
85
KCM Investment Advisors
California
$1.81M 37,320 -10,020 -21%
CA
86
Capital Advantage
California
$1.67M 34,425 +3,219 +10%
ECML
87
Eagle Capital Management (Louisiana)
Louisiana
$1.66M 34,083 +282 +0.8%
HTC
88
Haverford Trust Company
Pennsylvania
$1.64M 33,849 +33,849 New
TIM
89
Tortoise Investment Management
New York
$1.64M 33,747 +1,700 +5%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.6M 32,998 +3,395 +11%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.6M 32,888 -6,655 -17%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$1.54M 31,651 +31,651 New
CFA
93
Cahill Financial Advisors
Minnesota
$1.53M 31,502 +18 +0.1%
FWM
94
Frontier Wealth Management
Missouri
$1.47M 30,163 -1,281 -4%
EVC
95
Eidelman Virant Capital
Missouri
$1.45M 29,798 +2,291 +8%
LWMT
96
Legacy Wealth Management (Tennessee)
Tennessee
$1.42M 29,239 +3,808 +15%
VNA
97
Valley National Advisers
Pennsylvania
$1.41M 29,022 +6,960 +32%
TCM
98
Tuttle Capital Management
Connecticut
$1.41M 28,996 +25,192 +662%
Ameriprise
99
Ameriprise
Minnesota
$1.33M 27,329 +14,076 +106%
GHA
100
GW Henssler & Associates
Georgia
$1.27M 26,226 -9,865 -27%
2 3
4
5 6