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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
Charles Schwab Investment Advisory
California
$1.09B
2
AA
Apriem Advisors
California
$42.6M
3
SWA
SFMG Wealth Advisors
Texas
$34.5M
4
AB
AT Bancorp
Iowa
$72.8M
5
QI
QS Investors
New York
$129M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
2
TAT
TD Ameritrade Trust
Colorado
$16.4M
3
UBS Group
UBS Group
Switzerland
$329K
4
FMP
Financial Management Professionals
Texas
$17.3M
5
JFG
JMG Financial Group
Illinois
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Perigon Wealth Management
California
$1.74M +$1.74M +183,672 New
SG Americas Securities
127
SG Americas Securities
New York
$1.73M +$1.73M +194,736 New
ECML
128
Eagle Capital Management (Louisiana)
Louisiana
$1.73M +$42.3K +4,764 +3%
GHA
129
GW Henssler & Associates
Georgia
$1.72M +$120K +13,542 +7%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$1.7M +191,526 New
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$1.69M +$1.69M +190,428 New
ABFS
132
Appropriate Balance Financial Services
Washington
$1.69M +$778K +87,636 +86%
FC
133
Forte Capital
New York
$1.68M +$275K +30,954 +20%
LWMT
134
Legacy Wealth Management (Tennessee)
Tennessee
$1.67M -$13.4K -1,512 -0.8%
CFA
135
Cahill Financial Advisors
Minnesota
$1.66M -$79.9K -9,000 -5%
YMRC
136
Yorktown Management & Research Company
Virginia
$1.6M +$1.6M +180,000 New
EMA
137
Efficient Market Advisors
California
$1.59M -$49.9K -5,616 -3%
PCM
138
Parsons Capital Management
Rhode Island
$1.58M +$64.4K +7,260 +4%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$1.58M +$557K +62,790 +55%
WA
140
WBH Advisory
Maryland
$1.53M +$609K +68,586 +66%
MCM
141
Mitchell Capital Management
Kansas
$1.53M +$1.17M +132,066 +329%
SPC
142
Sigma Planning Corp
Michigan
$1.52M +$10K +1,128 +0.7%
IF
143
Ironwood Financial
Arizona
$1.52M -$417K -46,950 -22%
MFT
144
Moisand Fitzgerald Tamayo
Florida
$1.49M +$33.1K +3,732 +2%
MAS
145
Madden Advisory Services
Florida
$1.48M – – –
PAG
146
Private Advisor Group
New Jersey
$1.45M +$909K +100,668 +168%
MCM
147
Mengis Capital Management
Oregon
$1.41M +$76.6K +8,628 +6%
BRWA
148
B. Riley Wealth Advisors
Florida
$1.41M +$215K +24,204 +18%
SIC
149
Sigma Investment Counselors
Michigan
$1.38M +$127K +14,346 +10%
CA
150
Corrado Advisors
New Jersey
$1.37M -$2.56M -288,648 -65%
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