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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.

New
Increased
Maintained
Reduced
Closed
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 %
EK
76
Evensky & Katz
Florida
$2.39M +$191K +23,520 +9%
ACM
77
Avalon Capital Management
California
$2.37M +$2.37M +291,396 New
EMA
78
Efficient Market Advisors
California
$2.33M -$122K -14,958 -5%
CA
79
Capital Advantage
California
$2.31M +$625K +76,722 +37%
NPC
80
National Planning Corporation
California
$2.23M -$89.8K -11,034 -4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$2.19M -$476K -58,446 -18%
B
82
Bailard
California
$2.13M +$2.13M +261,432 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$2.12M +$61.1K +7,500 +3%
CCM
84
Carlson Capital Management
Minnesota
$2.11M +$7.28K +894 +0.3%
IF
85
Ironwood Financial
Arizona
$2.04M +$2.04M +251,016 New
BO
86
BRR OpCo
Ohio
$2.03M +$158K +19,410 +8%
LCM
87
Leisure Capital Management
California
$2.01M -$220K -26,970 -10%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.96M +$104K +16,074 +6%
PWM
89
Perigon Wealth Management
California
$1.89M -$200K -23,934 -10%
AWM
90
Avior Wealth Management
Nebraska
$1.89M -$43.7K -5,370 -2%
GC
91
Grimes & Company
Massachusetts
$1.82M -$20.7K -2,544 -1%
JIC
92
Johnson Investment Counsel
Ohio
$1.79M +$1.28M +156,906 +250%
KIA
93
KCM Investment Advisors
California
$1.77M -$55.7K -6,846 -3%
TCM
94
Tuttle Capital Management
Connecticut
$1.76M +$338K +41,454 +24%
VNA
95
Valley National Advisers
Pennsylvania
$1.65M +$234K +28,698 +16%
ECML
96
Eagle Capital Management (Louisiana)
Louisiana
$1.61M -$54.8K -6,726 -3%
CFA
97
Cahill Financial Advisors
Minnesota
$1.59M +$54K +6,630 +4%
UBS Group
98
UBS Group
Switzerland
$1.57M +$1.11M +136,374 +240%
LWMT
99
Legacy Wealth Management (Tennessee)
Tennessee
$1.57M +$142K +17,388 +10%
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M -$50K -6,144 -3%
2 3
4
5 6