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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 %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$987K +$2.17K +252 +0.2%
FNBT
127
FineMark National Bank & Trust
Florida
$973K +$95.7K +11,130 +11%
CFMC
128
Curbstone Financial Management Corp
New Hampshire
$944K +$24.3K +2,820 +3%
WF
129
WealthTrust Fairport
Ohio
$939K +$84.5K +9,828 +10%
PA
130
Pinnacle Associates
New York
$936K +$18.1K +2,100 +2%
Jane Street
131
Jane Street
New York
$926K -$8.09M -940,488 -90%
KFC
132
Klingenstein Fields & Co
New York
$926K -$13.9K -1,614 -1%
WA
133
WBH Advisory
Maryland
$895K +$501K +58,308 +127%
FTUS
134
Flow Traders U.S.
New York
$893K +$893K +103,782 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$890K +$558K +64,812 +168%
ABFS
136
Appropriate Balance Financial Services
Washington
$881K -$16.3K -1,896 -2%
CWM
137
Confluence Wealth Management
Oregon
$880K +$26.5K +3,084 +3%
AG
138
Advisor Group
Arizona
$874K -$83.7K -9,738 -9%
BRWA
139
B. Riley Wealth Advisors
Florida
$823K -$1.43M -233,502 -64%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$806K +$59.2K +6,882 +8%
SIA
141
Starfire Investment Advisers
Michigan
$787K +$10.7K +1,242 +1%
ACM
142
Avalon Capital Management
California
$775K -$1.39M -161,418 -64%
BCM
143
BTR Capital Management
California
$715K +$93.9K +10,902 +15%
WOC
144
West Oak Capital
California
$714K +$185K +21,534 +35%
IFS
145
Ifrah Financial Services
Arkansas
$705K +$24.5K +2,850 +4%
BC
146
Barnett & Company
Tennessee
$663K +$67.6K +7,854 +11%
HCM
147
Hollencrest Capital Management
California
$654K +$52 +6 +0%
RJA
148
Raymond James & Associates
Florida
$650K +$226K +26,304 +53%
TCT
149
TIAA CREF Trust
Missouri
$639K +$639K +74,292 New
SIG
150
Stanford Investment Group
California
$609K – – –
4 5
6
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