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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 %
KF
76
Krilogy Financial
Missouri
$3.07M -$3.14M -364,626 -51%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$2.94M +$261K +30,288 +10%
TG
78
Threshold Group
Washington
$2.9M +$55.8K +6,486 +2%
BWM
79
BerganKDV Wealth Management
Minnesota
$2.83M -$538K -62,592 -16%
CCM
80
Condor Capital Management
New Jersey
$2.82M +$45.5K +5,292 +2%
SEIA
81
Signature Estate & Investment Advisors
California
$2.73M +$27.8K +3,234 +1%
Bank of America
82
Bank of America
North Carolina
$2.57M +$541K +62,886 +27%
AWM
83
Avior Wealth Management
Nebraska
$2.44M +$317K +36,834 +15%
NCM
84
Novare Capital Management
North Carolina
$2.34M -$1.35M -157,158 -37%
CA
85
Capital Advantage
California
$2.33M +$27.7K +3,216 +1%
EK
86
Evensky & Katz
Florida
$2.3M -$286K -33,216 -11%
LCM
87
Leisure Capital Management
California
$2.27M +$93.6K +10,878 +4%
Goldman Sachs
88
Goldman Sachs
New York
$2.26M -$4.97M -577,746 -69%
B
89
Bailard
California
$2.26M -$12.6K -1,464 -0.6%
HighTower Advisors
90
HighTower Advisors
Illinois
$2.16M +$656K +76,164 +44%
CCM
91
Carlson Capital Management
Minnesota
$2.14M -$77.9K -9,060 -4%
BO
92
BRR OpCo
Ohio
$2.11M -$87.9K -10,218 -4%
TCM
93
Tuttle Capital Management
Connecticut
$2.07M -$221K -25,680 -10%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$2.01M -$238K -27,702 -11%
NPC
95
National Planning Corporation
California
$1.97M +$76.5K +9,042 +4%
VNA
96
Valley National Advisers
Pennsylvania
$1.94M +$101K +11,766 +6%
KIA
97
KCM Investment Advisors
California
$1.88M +$5.73K +666 +0.3%
IF
98
Ironwood Financial
Arizona
$1.87M -$126K -14,682 -6%
GI
99
Gradient Investments
Minnesota
$1.86M +$399K +46,362 +27%
Millennium Management
100
Millennium Management
New York
$1.81M +$760K +88,296 +72%
2 3
4
5 6