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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 %
GC
101
Grimes & Company
Massachusetts
$1.74M -$150K -17,430 -8%
CFA
102
Cahill Financial Advisors
Minnesota
$1.69M -$3.36K -390 -0.2%
SFS
103
Strategic Financial Services
New York
$1.68M +$1.68M +195,090 New
MFS
104
MSI Financial Services
Massachusetts
$1.66M +$1.29M +150,042 +349%
LWMT
105
Legacy Wealth Management (Tennessee)
Tennessee
$1.64M +$52 +6 +0%
ECML
106
Eagle Capital Management (Louisiana)
Louisiana
$1.63M -$25K -2,904 -2%
EMA
107
Efficient Market Advisors
California
$1.59M -$580K -67,422 -27%
GHA
108
GW Henssler & Associates
Georgia
$1.55M +$3.61K +420 +0.2%
PCM
109
Parsons Capital Management
Rhode Island
$1.47M +$2.12K +246 +0.1%
SPC
110
Sigma Planning Corp
Michigan
$1.46M +$5.11K +594 +0.4%
MAS
111
Madden Advisory Services
Florida
$1.43M +$103K +12,000 +8%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$1.41M -$62.8K -7,296 -4%
FC
113
Forte Capital
New York
$1.37M +$244K +28,386 +22%
MCM
114
Mengis Capital Management
Oregon
$1.29M +$26K +3,024 +2%
LYV
115
Live Your Vision
Pennsylvania
$1.27M -$69.9K -8,130 -5%
US Bancorp
116
US Bancorp
Minnesota
$1.24M +$882K +102,462 +248%
SIC
117
Sigma Investment Counselors
Michigan
$1.21M +$46.5K +5,400 +4%
DIA
118
Denver Investment Advisors
Colorado
$1.18M +$15.5K +1,800 +1%
WCM
119
Wealthcare Capital Management
Virginia
$1.18M – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.14M -$1.29K -150 -0.1%
TIM
121
Tortoise Investment Management
New York
$1.13M -$106K -12,300 -9%
TW
122
Transform Wealth
Colorado
$1.09M – – –
FWP
123
FAS Wealth Partners
Kansas
$1.07M +$357K +41,520 +50%
LFA
124
Landmark Financial Advisors
Kentucky
$1.06M +$236K +27,414 +29%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$421K -48,930 -29%
3 4
5
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