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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 %
FWM
101
Frontier Wealth Management
Missouri
$1.5M +$25.5K +3,132 +2%
EVC
102
Eidelman Virant Capital
Missouri
$1.47M +$10.6K +1,302 +0.7%
Millennium Management
103
Millennium Management
New York
$1.46M +$669K +82,200 +84%
MFT
104
Moisand Fitzgerald Tamayo
Florida
$1.45M -$98.7K -12,126 -6%
TRCT
105
Tower Research Capital (TRC)
New York
$1.42M +$1.42M +174,036 New
GI
106
Gradient Investments
Minnesota
$1.4M +$948K +116,496 +209%
SPC
107
Sigma Planning Corp
Michigan
$1.37M +$1.37M +168,816 New
GHA
108
GW Henssler & Associates
Georgia
$1.32M +$35.4K +4,356 +3%
LYV
109
Live Your Vision
Pennsylvania
$1.28M +$269K +32,994 +27%
MAS
110
Madden Advisory Services
Florida
$1.26M – – –
PCM
111
Parsons Capital Management
Rhode Island
$1.22M +$116K +14,298 +11%
MCM
112
Mengis Capital Management
Oregon
$1.18M -$23K -2,826 -2%
TIM
113
Tortoise Investment Management
New York
$1.15M -$495K -60,828 -30%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.14M +$1.14M +140,460 New
WCM
115
Wealthcare Capital Management
Virginia
$1.11M +$67.4K +8,286 +6%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$1.09M -$68K -8,340 -6%
DIA
117
Denver Investment Advisors
Colorado
$1.07M +$436K +53,520 +68%
SIC
118
Sigma Investment Counselors
Michigan
$1.05M +$24.1K +2,958 +2%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$1.04M +$233K +28,584 +29%
CK
120
Carnick & Kubik
Colorado
$1.03M – – –
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$977K +$149K +18,354 +18%
AIG
122
American International Group
New York
$974K +$118K +14,514 +14%
KFC
123
Klingenstein Fields & Co
New York
$937K +$937K +115,080 New
S
124
SignatureFD
Georgia
$918K +$387K +47,514 +73%
HIC
125
Holderness Investments Company
North Carolina
$894K -$107K -13,146 -11%
3 4
5
6 7