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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 %
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$869K +$31.8K +3,900 +4%
CWM
127
Confluence Wealth Management
Oregon
$867K +$161K +19,752 +23%
ABFS
128
Appropriate Balance Financial Services
Washington
$866K +$2.98K +366 +0.3%
BFPW
129
BOK Financial Private Wealth
Colorado
$769K +$30.2K +3,714 +4%
PA
130
Pinnacle Associates
New York
$763K -$50.1K -6,150 -6%
FC
131
Forte Capital
New York
$702K +$702K +86,232 New
SIA
132
Starfire Investment Advisers
Michigan
$683K +$20.2K +2,478 +3%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$675K -$570K -70,014 -46%
BCM
134
BTR Capital Management
California
$656K -$59.9K -7,350 -8%
IFS
135
Ifrah Financial Services
Arkansas
$650K -$34.2K -4,206 -5%
BWP
136
BSW Wealth Partners
Colorado
$642K +$13.9K +1,710 +2%
WF
137
WealthTrust Fairport
Ohio
$641K +$51.9K +6,372 +9%
HCM
138
Hollencrest Capital Management
California
$618K +$618K +75,996 New
PAG
139
Pinnacle Advisory Group
Maryland
$610K -$223K -27,390 -27%
FNBT
140
FineMark National Bank & Trust
Florida
$587K -$46.5K -5,706 -7%
SIG
141
Stanford Investment Group
California
$575K -$29.5K -3,624 -5%
SAM
142
Summit Asset Management
Tennessee
$566K – – –
AIA
143
Allegis Investment Advisors
Idaho
$552K +$18K +2,208 +3%
FA
144
FDx Advisors
Illinois
$548K +$548K +67,314 New
WCM
145
Weik Capital Management
Pennsylvania
$542K +$151K +18,540 +39%
EWA
146
EP Wealth Advisors
California
$534K -$1.81M -221,904 -77%
SAM
147
Sawgrass Asset Management
Florida
$534K +$58.6K +7,200 +12%
GA
148
Geneva Advisors
Illinois
$531K -$301K -36,948 -36%
GGI
149
Godsey & Gibb Inc
Virginia
$526K -$35.5K -4,356 -6%
PFM
150
Phillips Financial Management
Indiana
$525K +$525K +64,134 New
4 5
6
7 8