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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 %
KP
76
Keel Point
Alabama
$2.73M -$810K -97,632 -23%
CCM
77
Condor Capital Management
New Jersey
$2.68M +$91.5K +11,028 +4%
SEIA
78
Signature Estate & Investment Advisors
California
$2.6M +$115K +13,824 +5%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.58M +$348K +41,904 +16%
EK
80
Evensky & Katz
Florida
$2.5M +$58.2K +7,014 +2%
BRWA
81
B. Riley Wealth Advisors
Florida
$2.48M +$434K +64,308 +21%
AB
82
AT Bancorp
Iowa
$2.43M +$2.43M +293,220 New
TCM
83
Tuttle Capital Management
Connecticut
$2.25M +$431K +50,970 +24%
CA
84
Capital Advantage
California
$2.22M -$134K -16,110 -6%
B
85
Bailard
California
$2.19M +$19.2K +2,310 +0.9%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$2.17M +$6.02K +726 +0.3%
CCM
87
Carlson Capital Management
Minnesota
$2.14M -$12.6K -1,518 -0.6%
BO
88
BRR OpCo
Ohio
$2.12M +$51K +6,150 +2%
LCM
89
Leisure Capital Management
California
$2.1M +$45K +5,430 +2%
EMA
90
Efficient Market Advisors
California
$2.1M -$279K -33,678 -12%
ACM
91
Avalon Capital Management
California
$2.09M -$331K -39,852 -14%
AWM
92
Avior Wealth Management
Nebraska
$2.05M +$123K +14,820 +6%
Citadel Advisors
93
Citadel Advisors
Florida
$2.03M +$2.03M +244,236 New
Bank of America
94
Bank of America
North Carolina
$1.95M -$1.16M -140,028 -37%
IF
95
Ironwood Financial
Arizona
$1.93M -$156K -18,768 -7%
NPC
96
National Planning Corporation
California
$1.91M -$426K -49,818 -18%
JIC
97
Johnson Investment Counsel
Ohio
$1.91M +$89.3K +10,770 +5%
PAG
98
Pinnacle Advisory Group
Maryland
$1.91M +$1.29M +155,166 +207%
GC
99
Grimes & Company
Massachusetts
$1.82M -$26.3K -3,174 -1%
KIA
100
KCM Investment Advisors
California
$1.81M +$7.81K +942 +0.4%
2 3
4
5 6