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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

278 hedge funds and large institutions have $2.44B invested in Schwab US Large- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+11
Holders Change %
+4.12%
% of All Funds
7.43%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1.2%
New
26
Increased
135
Reduced
77
Closed
15
Calls
$928K
Puts
–
Net Calls
+$928K
Net Calls Change
+$257K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$907M
2
AB
AT Bancorp
Iowa
$45.3M
3
QI
QS Investors
New York
$110M
4
HSA
HBK Sorce Advisory
Pennsylvania
$120M
5
Charles Schwab
Charles Schwab
California
$87.7M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$20.3M
2
Jane Street
Jane Street
New York
$926K
3
CCA
Cobblestone Capital Advisors
New York
$40.7M
4
PFC
Phocas Financial Corp
California
$6.21M
5
Goldman Sachs
Goldman Sachs
New York
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Paracle Advisors
Washington
$444K +$444K +51,564 New
LWAC
177
Laurel Wealth Advisors (California)
California
$443K -$23.4K -2,718 -5%
HPWM
178
Highland Private Wealth Management
Washington
$443K -$8.77K -1,020 -2%
AC
179
Alley Company
Illinois
$442K +$9.03K +1,050 +2%
CAM
180
Carret Asset Management
New York
$436K -$258 -30 -0.1%
WIC
181
Whitegate Investment Counselors
New Hampshire
$428K +$29.4K +3,420 +7%
CCM
182
Coldstream Capital Management
Washington
$428K +$428K +49,806 New
FM
183
Foster & Motley
Ohio
$407K +$37.1K +4,314 +10%
AMM
184
American Money Management
California
$400K -$4.23K -492 -1%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$394K +$394K +45,804 New
IA
186
IFP Advisors
Florida
$376K +$106K +12,360 +39%
BAC
187
Boys Arnold & Co
North Carolina
$373K +$54K +6,288 +17%
MWM
188
Mission Wealth Management
California
$371K – – –
ECM
189
Ensemble Capital Management
California
$365K -$13.9K -1,620 -4%
PAM
190
Premier Asset Management
Illinois
$363K +$363K +42,300 New
CAN
191
Cetera Advisor Networks
California
$356K +$141K +16,344 +65%
IWM
192
Integrated Wealth Management
California
$350K -$135K -15,678 -28%
GIA
193
GHP Investment Advisors
Colorado
$347K +$155 +18 +0%
SMC
194
Smith, Moore & Co
Missouri
$346K – – –
SCM
195
SOL Capital Management
Maryland
$345K -$14.5K -1,686 -4%
MCM
196
Mitchell Capital Management
Kansas
$345K +$345K +40,122 New
WCM
197
Weik Capital Management
Pennsylvania
$345K +$160K +46,794 +87%
AWM
198
Arbor Wealth Management
Florida
$343K – – –
SFG
199
StrategIQ Financial Group
Indiana
$343K +$86.8K +10,080 +34%
PP
200
Palladium Partners
Virginia
$343K +$343K +39,870 New
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