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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 %
EA
76
Edge Advisors
Georgia
$4.7M +$4.7M +529,260 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$4.69M +$1.66M +186,936 +55%
SIC
78
Salem Investment Counselors
North Carolina
$4.65M -$65.2K -7,350 -1%
KP
79
Keel Point
Alabama
$4.57M -$53.3K -6,000 -1%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.49M -$280K -31,554 -6%
SFS
81
Strategic Financial Services
New York
$4.36M +$2.63M +296,340 +152%
LWA
82
Lenox Wealth Advisors
New York
$4.24M +$289K +32,598 +7%
US Bancorp
83
US Bancorp
Minnesota
$3.98M +$2.7M +304,692 +212%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$3.94M +$539K +60,744 +16%
AA
85
Alesco Advisors
New York
$3.93M -$120K -13,470 -3%
BFPW
86
BOK Financial Private Wealth
Colorado
$3.85M -$515K -57,996 -12%
VCAM
87
Van Cleef Asset Management
Ohio
$3.77M +$312K +35,118 +9%
MWP
88
MYCIO Wealth Partners
Pennsylvania
$3.77M +$3.77M +424,098 New
AWM
89
Avior Wealth Management
Nebraska
$3.73M +$1.21M +136,830 +48%
PMG
90
ProVise Management Group
Florida
$3.72M +$3.72M +419,544 New
AG
91
Appleton Group
Wisconsin
$3.48M +$47.4K +5,340 +1%
HCM
92
Hengehold Capital Management
Ohio
$3.42M -$1.27M -142,836 -27%
BC
93
Bartlett & Co
Ohio
$3.39M +$72.4K +8,160 +2%
NDSI
94
Newman Dignan & Sheerar Inc
Rhode Island
$3.38M +$89.3K +10,062 +3%
NC
95
NewSquare Capital
Pennsylvania
$3.33M +$3.33M +375,510 New
ACM
96
Argent Capital Management
Missouri
$3.25M +$3.25M +366,510 New
TG
97
Threshold Group
Washington
$3.02M +$27K +3,036 +0.9%
CCM
98
Condor Capital Management
New Jersey
$3.01M +$102K +11,538 +4%
HR
99
Howe & Rusling
New York
$3.01M +$2.87M +323,700 +2,050%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$3M -$473K -53,076 -14%
2 3
4
5 6