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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
PFG
5
Piershale Financial Group
Illinois
$12.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Confluence Wealth Management
Oregon
$702K +$39.1K +4,824 +6%
WP
127
WMS Partners
Maryland
$701K +$701K +86,634 New
IFS
128
Ifrah Financial Services
Arkansas
$681K -$4.76K -588 -0.7%
SIA
129
Starfire Investment Advisers
Michigan
$659K -$18.5K -2,286 -3%
SFS
130
Summit Financial Strategies
Ohio
$651K +$651K +80,376 New
DIA
131
Denver Investment Advisors
Colorado
$635K +$97.2K +12,000 +18%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$631K -$57.9K -7,176 -8%
FNBT
133
FineMark National Bank & Trust
Florida
$630K +$425K +52,410 +207%
BWP
134
BSW Wealth Partners
Colorado
$625K -$1.07K -132 -0.2%
SIG
135
Stanford Investment Group
California
$601K +$601K +74,262 New
WF
136
WealthTrust Fairport
Ohio
$586K +$19.9K +2,454 +4%
SAM
137
Summit Asset Management
Tennessee
$563K -$10.5K -1,296 -2%
GGI
138
Godsey & Gibb Inc
Virginia
$558K -$1.8K -222 -0.3%
OCM
139
One Capital Management
California
$555K -$15.6K -1,926 -3%
AIA
140
Allegis Investment Advisors
Idaho
$531K +$531K +65,640 New
S
141
SignatureFD
Georgia
$528K +$20K +2,466 +4%
LWAC
142
Laurel Wealth Advisors (California)
California
$527K +$527K +65,046 New
HR
143
Howe & Rusling
New York
$516K – – –
JIC
144
Johnson Investment Counsel
Ohio
$507K +$507K +62,748 New
RPA
145
Rock Point Advisors
Vermont
$490K +$101K +12,486 +26%
LS
146
Lattice Strategies
Pennsylvania
$488K +$79.6K +9,840 +20%
QCMC
147
Quantum Capital Management (California)
California
$483K +$4.52K +558 +0.9%
WOC
148
West Oak Capital
California
$475K +$243K +30,012 +105%
SAM
149
Sawgrass Asset Management
Florida
$473K +$36.4K +4,500 +8%
EAM
150
Evanson Asset Management
California
$471K +$146 +18 +0%
4 5
6
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