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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 %
VNA
101
Valley National Advisers
Pennsylvania
$1.77M +$91.8K +11,064 +5%
FWM
102
Frontier Wealth Management
Missouri
$1.65M +$124K +14,976 +8%
CFA
103
Cahill Financial Advisors
Minnesota
$1.63M +$7.27K +876 +0.4%
ECML
104
Eagle Capital Management (Louisiana)
Louisiana
$1.6M -$41.6K -5,010 -3%
PWM
105
Perigon Wealth Management
California
$1.59M -$295K -35,520 -16%
LWMT
106
Legacy Wealth Management (Tennessee)
Tennessee
$1.58M -$21.9K -2,640 -1%
GHA
107
GW Henssler & Associates
Georgia
$1.49M +$153K +18,432 +11%
HighTower Advisors
108
HighTower Advisors
Illinois
$1.45M -$3.61M -435,588 -71%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$1.42M -$52.1K -6,282 -4%
PCM
110
Parsons Capital Management
Rhode Island
$1.42M +$171K +20,574 +14%
GI
111
Gradient Investments
Minnesota
$1.41M -$21.4K -2,574 -1%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M -$179K -21,528 -11%
SPC
113
Sigma Planning Corp
Michigan
$1.41M +$5.62K +678 +0.4%
LYV
114
Live Your Vision
Pennsylvania
$1.29M -$14.2K -1,716 -1%
MAS
115
Madden Advisory Services
Florida
$1.28M – – –
MCM
116
Mengis Capital Management
Oregon
$1.22M +$14.7K +1,776 +1%
TIM
117
Tortoise Investment Management
New York
$1.19M +$11.4K +1,374 +1%
MMA
118
Miracle Mile Advisors
California
$1.17M +$1.17M +136,410 New
EVC
119
Eidelman Virant Capital
Missouri
$1.15M -$344K -41,538 -23%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.15M -$18.5K -2,226 -2%
WCM
121
Wealthcare Capital Management
Virginia
$1.14M – – –
DIA
122
Denver Investment Advisors
Colorado
$1.12M +$29.9K +3,600 +3%
SIC
123
Sigma Investment Counselors
Michigan
$1.12M +$50.3K +6,066 +5%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.1M -$12.8K -1,542 -1%
FC
125
Forte Capital
New York
$1.08M +$365K +43,998 +51%
3 4
5
6 7