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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 %
CAM
176
Carret Asset Management
New York
$420K -$3.73K -450 -0.9%
RDM
177
Retirement Design & Management
Connecticut
$419K +$2.24K +270 +0.5%
AC
178
Alley Company
Illinois
$418K -$17.6K -2,124 -4%
RJA
179
Raymond James & Associates
Florida
$408K +$169K +20,328 +70%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$396K +$169K +20,298 +74%
AMM
181
American Money Management
California
$390K +$7.57K +912 +2%
WIC
182
Whitegate Investment Counselors
New Hampshire
$385K +$385K +46,368 New
WA
183
WBH Advisory
Maryland
$380K +$55.3K +6,666 +17%
ECM
184
Ensemble Capital Management
California
$366K -$5.98K -720 -2%
MWM
185
Mission Wealth Management
California
$357K – – –
FM
186
Foster & Motley
Ohio
$357K +$86K +10,362 +32%
MFS
187
MSI Financial Services
Massachusetts
$356K +$2.59K +312 +0.7%
AWM
188
Arbor Wealth Management
Florida
$350K +$20.7K +2,712 +6%
SCM
189
SOL Capital Management
Maryland
$347K -$17.3K -2,082 -5%
US Bancorp
190
US Bancorp
Minnesota
$342K +$49.7K +6,000 +17%
GIA
191
GHP Investment Advisors
Colorado
$335K +$3.24K +390 +1%
SMC
192
Smith, Moore & Co
Missouri
$333K – – –
Stifel Financial
193
Stifel Financial
Missouri
$328K -$11.3K -1,362 -3%
SHJ
194
Sharkey, Howes & Javer
Colorado
$328K -$4.18K -504 -1%
PAG
195
Private Advisor Group
New Jersey
$328K +$328K +39,456 New
AMG
196
Asset Management Group
Connecticut
$325K +$77.3K +9,324 +31%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$319K +$51.8K +6,264 +19%
WI
198
Wedgewood Investors
Pennsylvania
$319K +$319K +38,496 New
GA
199
Geneva Advisors
Illinois
$312K -$230K -27,684 -42%
MWP
200
Moller Wealth Partners
$309K +$309K +37,200 New
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