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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

267 hedge funds and large institutions have $2.13B invested in Schwab US Large- Cap ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+13
Holders Change %
+5.12%
% of All Funds
7.14%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.1%
New
31
Increased
122
Reduced
87
Closed
16
Calls
$1.02M
Puts
$344K
Net Calls
+$671K
Net Calls Change
+$351K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$747M
2
QI
QS Investors
New York
$86M
3
WCWM
Wooster Corthell Wealth Management
Connecticut
$14.5M
4
KF
Krilogy Financial
Missouri
$5.99M
5
Creative Planning
Creative Planning
Kansas
$70.2M

Top Sellers

1
EWM
Empirical Wealth Management
Washington
$15M
2
FMP
Financial Management Professionals
Texas
$42.7M
3
DWM
Destination Wealth Management
California
$4.57M
4
SFA
Sequoia Financial Advisors
Ohio
$460K
5
LPL Financial
LPL Financial
California
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Summit Asset Management
Tennessee
$577K – – –
BC
152
Barnett & Company
Tennessee
$574K +$202K +24,300 +54%
GGI
153
Godsey & Gibb Inc
Virginia
$549K +$13.1K +1,578 +2%
SAM
154
Sawgrass Asset Management
Florida
$547K +$2.98K +360 +0.5%
S
155
SignatureFD
Georgia
$541K -$395K -47,592 -42%
AIA
156
Allegis Investment Advisors
Idaho
$539K -$16.2K -1,980 -3%
LS
157
Lattice Strategies
Pennsylvania
$531K – – –
RPA
158
Rock Point Advisors
Vermont
$531K +$22.3K +2,688 +4%
HR
159
Howe & Rusling
New York
$529K – – –
VWM
160
Vector Wealth Management
Minnesota
$518K +$203K +24,462 +64%
TSWM
161
Triangle Securities Wealth Management
North Carolina
$512K +$122K +14,760 +31%
WOC
162
West Oak Capital
California
$510K +$23.2K +2,796 +5%
EAM
163
Evanson Asset Management
California
$483K +$149 +18 +0%
BlackRock
164
BlackRock
New York
$483K +$13.1K +1,584 +3%
HP
165
HT Partners
Connecticut
$483K +$83K +10,002 +21%
CCA
166
Clearwater Capital Advisors
Illinois
$480K +$480K +57,810 New
HIC
167
Holderness Investments Company
North Carolina
$479K -$433K -52,188 -47%
EWA
168
EP Wealth Advisors
California
$475K -$68.9K -8,310 -13%
IWM
169
Integrated Wealth Management
California
$468K +$48.2K +5,808 +11%
MA
170
MCF Advisors
Kentucky
$467K +$33.9K +4,080 +8%
SFA
171
Sequoia Financial Advisors
Ohio
$460K -$6.05M -728,784 -93%
LWAC
172
Laurel Wealth Advisors (California)
California
$449K -$47.2K -5,694 -10%
WCM
173
Weik Capital Management
Pennsylvania
$447K -$106K -12,750 -19%
HPWM
174
Highland Private Wealth Management
Washington
$436K +$17.2K +2,070 +4%
UBS Group
175
UBS Group
Switzerland
$425K -$1.18M -142,014 -73%
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