SCHX icon

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 %
MFS
176
MSI Financial Services
Massachusetts
$347K -$25.3K -3,114 -7%
Stifel Financial
177
Stifel Financial
Missouri
$333K +$120K +14,754 +56%
SMC
178
Smith, Moore & Co
Missouri
$327K – – –
SHJ
179
Sharkey, Howes & Javer
Colorado
$326K -$691K -84,984 -68%
GIA
180
GHP Investment Advisors
Colorado
$325K -$14.4K -1,776 -4%
WA
181
WBH Advisory
Maryland
$318K +$11.1K +1,362 +4%
AWM
182
Arbor Wealth Management
Florida
$315K +$1.18K +162 +0.4%
VWM
183
Vector Wealth Management
Minnesota
$309K +$309K +37,950 New
HFS
184
HL Financial Services
Kentucky
$307K – – –
BJL
185
Brighton Jones LLC
Washington
$305K +$70.4K +8,652 +30%
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$300K – – –
KF
187
Krilogy Financial
Missouri
$299K +$299K +36,732 New
GAM
188
Garrison Asset Management
Arkansas
$296K +$16.2K +1,992 +6%
CG
189
Cutler Group
California
$295K +$287K +35,364 +3,551%
US Bancorp
190
US Bancorp
Minnesota
$287K +$267K +32,868 +1,370%
PCA
191
Personal Capital Advisors
California
$268K -$538 -66 -0.2%
FM
192
Foster & Motley
Ohio
$266K +$266K +32,676 New
AIM
193
Aspen Investment Management
Michigan
$264K +$4.39K +540 +2%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$262K -$372K -45,864 -59%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$257K +$20.7K +2,550 +9%
PO
196
Private Ocean
California
$254K – – –
HIC
197
Hartline Investment Corp
Illinois
$251K – – –
ACM
198
Armbruster Capital Management
New York
$248K +$4.16K +510 +2%
PAM
199
Premier Asset Management
Illinois
$246K +$30K +3,690 +14%
AMG
200
Asset Management Group
Connecticut
$243K +$1.27K +156 +0.5%
6 7
8
9 10