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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 %
MIH
176
Madison Investment Holdings
Wisconsin
$282K +$282K +34,884 New
AWM
177
Arbor Wealth Management
Florida
$281K +$281K +43,014 New
GAM
178
Garrison Asset Management
Arkansas
$279K +$279K +34,428 New
AWMG
179
Alliance Wealth Management Group
New Jersey
$279K +$279K +34,476 New
SWM
180
Stockman Wealth Management
Montana
$278K -$32.3K -3,990 -10%
LFA
181
Landmark Financial Advisors
Kentucky
$271K +$271K +33,540 New
ECM
182
Ensemble Capital Management
California
$268K -$405K -50,046 -60%
PCA
183
Personal Capital Advisors
California
$267K -$105K -12,900 -28%
AMM
184
American Money Management
California
$266K +$2.77K +342 +1%
AIM
185
Aspen Investment Management
Michigan
$258K -$4.85K -600 -2%
PO
186
Private Ocean
California
$256K – – –
IA
187
IFP Advisors
Florida
$252K +$252K +31,128 New
HIC
188
Hartline Investment Corp
Illinois
$250K – – –
ACM
189
Argentus Capital Management
Texas
$242K -$15.9K -1,962 -6%
ACM
190
Armbruster Capital Management
New York
$242K +$242K +29,910 New
AMG
191
Asset Management Group
Connecticut
$241K +$241K +29,742 New
WSTAM
192
Wilbanks Smith & Thomas Asset Management
Virginia
$240K – – –
FANJ
193
Financial Architects (New Jersey)
New Jersey
$235K -$53K -6,552 -18%
IC
194
InterOcean Capital
Illinois
$235K -$2.43K -300 -1%
BJL
195
Brighton Jones LLC
Washington
$233K +$1.21K +150 +0.5%
HB
196
Homrich & Berg
Georgia
$233K +$233K +28,728 New
CA
197
Cetera Advisors
Colorado
$228K +$228K +28,152 New
Baird Financial Group
198
Baird Financial Group
Wisconsin
$225K +$225K +27,786 New
PAM
199
Premier Asset Management
Illinois
$215K -$9.71K -1,200 -4%
Stifel Financial
200
Stifel Financial
Missouri
$212K +$212K +26,160 New
6 7
8
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