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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 %
BWM
101
BerganKDV Wealth Management
Minnesota
$2.86M -$63.1K -7,110 -2%
HWA
102
Heritage Way Advisors
Illinois
$2.69M +$2.69M +303,240 New
LCM
103
Leisure Capital Management
California
$2.66M +$316K +35,634 +14%
KF
104
Krilogy Financial
Missouri
$2.6M -$570K -64,254 -18%
SEIA
105
Signature Estate & Investment Advisors
California
$2.6M -$217K -24,474 -8%
Bank of America
106
Bank of America
North Carolina
$2.49M -$157K -17,664 -6%
NPC
107
National Planning Corporation
California
$2.47M +$359K +39,636 +17%
CA
108
Capital Advantage
California
$2.46M +$59.1K +6,660 +2%
EK
109
Evensky & Katz
Florida
$2.38M -$1.44K -162 -0.1%
VNA
110
Valley National Advisers
Pennsylvania
$2.36M +$352K +39,594 +18%
B
111
Bailard
California
$2.33M -$2.4K -270 -0.1%
MAS
112
Managed Account Services
Florida
$2.31M +$2.31M +259,638 New
BO
113
BRR OpCo
Ohio
$2.29M +$108K +12,144 +5%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$2.21M +$128K +14,442 +6%
PPA
115
Parametric Portfolio Associates
Washington
$2.2M +$2.2M +248,106 New
CCM
116
Carlson Capital Management
Minnesota
$2.14M -$61.9K -6,978 -3%
Goldman Sachs
117
Goldman Sachs
New York
$2.14M -$198K -22,254 -8%
NCM
118
Novare Capital Management
North Carolina
$2.1M -$316K -35,610 -13%
LPIC
119
LeJeune Puetz Investment Counsel
Michigan
$2.05M +$2.05M +230,388 New
CWM
120
Circle Wealth Management
New Jersey
$1.95M +$1.95M +219,450 New
SAM
121
Sawgrass Asset Management
Florida
$1.95M +$1.35M +151,788 +225%
GC
122
Grimes & Company
Massachusetts
$1.86M +$66K +7,434 +4%
GI
123
Gradient Investments
Minnesota
$1.85M -$67K -7,548 -3%
MFS
124
MSI Financial Services
Massachusetts
$1.75M +$35.4K +3,984 +2%
KIA
125
KCM Investment Advisors
California
$1.74M -$198K -22,308 -10%
3 4
5
6 7