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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 %
LS
151
Lattice Strategies
Pennsylvania
$521K +$30.5K +3,750 +6%
HR
152
Howe & Rusling
New York
$519K – – –
RPA
153
Rock Point Advisors
Vermont
$499K +$6.35K +780 +1%
LWAC
154
Laurel Wealth Advisors (California)
California
$487K -$42.3K -5,202 -8%
WOC
155
West Oak Capital
California
$477K -$98 -12 -0%
VKH
156
Virtu KCG Holdings
New York
$477K +$477K +58,578 New
EAM
157
Evanson Asset Management
California
$474K +$147 +18 +0%
BlackRock
158
BlackRock
New York
$461K +$395K +48,576 +602%
LFA
159
Landmark Financial Advisors
Kentucky
$444K +$171K +21,024 +63%
AC
160
Alley Company
Illinois
$427K +$18K +2,208 +4%
MA
161
MCF Advisors
Kentucky
$425K +$87.8K +10,788 +26%
PA
162
Paracle Advisors
Washington
$422K +$1.12K +138 +0.3%
CAM
163
Carret Asset Management
New York
$416K -$9.77K -1,200 -2%
IWM
164
Integrated Wealth Management
California
$412K +$108K +13,278 +36%
HPWM
165
Highland Private Wealth Management
Washington
$410K +$106K +13,020 +35%
RDM
166
Retirement Design & Management
Connecticut
$409K -$52.8K -6,480 -11%
HP
167
HT Partners
Connecticut
$393K +$57.6K +7,068 +17%
IA
168
IFP Advisors
Florida
$389K +$38.1K +3,378 +11%
TSWM
169
Triangle Securities Wealth Management
North Carolina
$382K +$382K +46,950 New
AMM
170
American Money Management
California
$375K +$107K +13,164 +40%
FAAS
171
First Allied Advisory Services
California
$372K -$31.8K -3,918 -8%
BC
172
Barnett & Company
Tennessee
$365K +$38.6K +4,740 +12%
ECM
173
Ensemble Capital Management
California
$365K +$95.3K +11,700 +35%
SCM
174
SOL Capital Management
Maryland
$357K +$1.95K +240 +0.5%
MWM
175
Mission Wealth Management
California
$351K – – –
5 6
7
8 9