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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
1
Charles Schwab Investment Advisory
California
$1.09B
2
AA
2
Apriem Advisors
California
$42.6M
3
SWA
3
SFMG Wealth Advisors
Texas
$34.5M
4
AB
4
AT Bancorp
Iowa
$72.8M
5
QI
5
QS Investors
New York
$129M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
TAT
2
TD Ameritrade Trust
Colorado
$16.4M
3
UBS Group
3
UBS Group
Switzerland
$329K
4
FMP
4
Financial Management Professionals
Texas
$17.3M
5
JFG
5
JMG Financial Group
Illinois
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$1.32M +$223K +25,062 +20%
EVC
152
Eidelman Virant Capital
Missouri
$1.31M +$1.25M +140,316 +1,918%
LFA
153
Landmark Financial Advisors
Kentucky
$1.29M +$197K +22,224 +18%
WCM
154
Wealthcare Capital Management
Virginia
$1.22M – – –
DIA
155
Denver Investment Advisors
Colorado
$1.19M -$26.6K -3,000 -2%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$1.18M +$23.2K +2,646 +2%
FNBT
157
FineMark National Bank & Trust
Florida
$1.17M +$167K +18,786 +17%
MA
158
MCF Advisors
Kentucky
$1.16M +$570K +64,200 +97%
WF
159
WealthTrust Fairport
Ohio
$1.16M +$188K +21,192 +19%
LYV
160
Live Your Vision
Pennsylvania
$1.14M -$166K -18,648 -13%
TIM
161
Tortoise Investment Management
New York
$1.14M -$17.8K -2,010 -2%
PFM
162
Peak Financial Management
Massachusetts
$1.13M +$1.13M +126,750 New
KFC
163
Klingenstein Fields & Co
New York
$1.12M +$168K +18,966 +18%
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$1.12M +$1.12M +126,228 New
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M -$16.6K -1,872 -2%
PA
166
Pinnacle Associates
New York
$1M +$38.1K +4,290 +4%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$996K +$78.3K +8,814 +9%
TW
168
Transform Wealth
Colorado
$993K -$133K -15,000 -12%
RJA
169
Raymond James & Associates
Florida
$982K +$312K +35,130 +47%
PSUF
170
People's United Financial
Connecticut
$955K +$604K +68,154 +172%
IA
171
IFP Advisors
Florida
$941K +$553K +62,298 +143%
SHJ
172
Sharkey, Howes & Javer
Colorado
$925K +$574K +64,620 +163%
AG
173
Advisor Group
Arizona
$923K +$20.2K +2,274 +2%
FCI
174
Financial Counselors Inc
Kansas
$908K +$908K +102,240 New
BC
175
Barnett & Company
Tennessee
$891K +$207K +23,370 +30%
5 6
7
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