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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 %
MAS
101
Madden Advisory Services
Florida
$1.25M 25,795 – –
SSWM
102
Sheets Smith Wealth Management
North Carolina
$1.24M 25,481 -1,541 -6%
MCM
103
Mengis Capital Management
Oregon
$1.2M 24,696 +105 +0.4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.15M 23,706 +115 +0.5%
PCM
105
Parsons Capital Management
Rhode Island
$1.1M 22,620 +958 +4%
WCM
106
Wealthcare Capital Management
Virginia
$1.04M 21,433 +12,996 +154%
CK
107
Carnick & Kubik
Colorado
$1.03M 21,135 +565 +3%
SIC
108
Sigma Investment Counselors
Michigan
$1.02M 21,017 +4,249 +25%
SHJ
109
Sharkey, Howes & Javer
Colorado
$1.01M 20,847 +33 +0.2%
LYV
110
Live Your Vision
Pennsylvania
$1.01M 20,729 -614 -3%
HIC
111
Holderness Investments Company
North Carolina
$996K 20,505 -4,265 -17%
JG
112
Jefferies Group
New York
$991K 20,400 +20,400 New
SG Americas Securities
113
SG Americas Securities
New York
$935K 19,254 +19,254 New
ABFS
114
Appropriate Balance Financial Services
Washington
$858K 17,677 +17,677 New
AIG
115
American International Group
New York
$851K 17,528 -7,573 -30%
CFMC
116
Curbstone Financial Management Corp
New Hampshire
$832K 17,138 +8,969 +110%
PAG
117
Pinnacle Advisory Group
Maryland
$828K 17,067 -2,013 -11%
GA
118
Geneva Advisors
Illinois
$827K 17,032 +11,384 +202%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$823K 16,941 +16,941 New
PA
120
Pinnacle Associates
New York
$808K 16,640 -880 -5%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$803K 16,534 +146 +0.9%
Millennium Management
122
Millennium Management
New York
$788K 16,230 -13,353 -45%
Bank of America
123
Bank of America
North Carolina
$737K 15,166 -15,941 -51%
BFPW
124
BOK Financial Private Wealth
Colorado
$734K 15,120 +435 +3%
BCM
125
BTR Capital Management
California
$712K 14,650 +250 +2%
3 4
5
6 7