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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.

New
Increased
Maintained
Reduced
Closed
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 %
UBS Group
151
UBS Group
Switzerland
$461K -$1.76M -216,684 -79%
RDM
152
Retirement Design & Management
Connecticut
$459K +$233K +28,812 +103%
MA
153
MUFG Americas
New York
$457K +$457K +56,490 New
GI
154
Gradient Investments
Minnesota
$452K +$452K +55,788 New
CAM
155
Carret Asset Management
New York
$423K +$4.85K +600 +1%
PA
156
Paracle Advisors
Washington
$419K +$49 +6 +0%
HIMC
157
Heritage Investors Management Corp
Maryland
$413K – – –
CG
158
Colony Group
Massachusetts
$409K -$395K -48,810 -49%
AC
159
Alley Company
Illinois
$407K +$13K +1,608 +3%
FAAS
160
First Allied Advisory Services
California
$403K +$403K +49,764 New
WCM
161
Weik Capital Management
Pennsylvania
$389K +$389K +48,060 New
MFS
162
MSI Financial Services
Massachusetts
$370K +$256K +31,656 +224%
VF
163
Virtu Financial
New York
$361K +$83K +10,260 +30%
SCM
164
SOL Capital Management
Maryland
$353K +$1.7K +210 +0.5%
MWM
165
Mission Wealth Management
California
$349K +$31.1K +3,834 +10%
MWP
166
Moller Wealth Partners
$345K +$345K +42,660 New
GIA
167
GHP Investment Advisors
Colorado
$338K -$923 -114 -0.3%
MA
168
MCF Advisors
Kentucky
$335K -$4.85K -600 -1%
HP
169
HT Partners
Connecticut
$325K -$324K -41,016 -50%
BC
170
Barnett & Company
Tennessee
$325K -$21.9K -2,700 -6%
SMC
171
Smith, Moore & Co
Missouri
$325K – – –
HFS
172
HL Financial Services
Kentucky
$306K – – –
HPWM
173
Highland Private Wealth Management
Washington
$303K +$303K +37,446 New
IWM
174
Integrated Wealth Management
California
$302K +$54.6K +6,744 +22%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$298K – – –
5 6
7
8 9