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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 %
SIA
176
Starfire Investment Advisers
Michigan
$875K +$63.2K +7,122 +8%
PCM
177
Pointe Capital Management
Michigan
$875K +$875K +98,610 New
Millennium Management
178
Millennium Management
New York
$833K -$1.04M -116,772 -55%
IAS
179
IMA Advisory Services
Colorado
$832K +$832K +93,714 New
PFA
180
Pinnacle Family Advisors
Missouri
$806K +$806K +90,882 New
HCM
181
Hollencrest Capital Management
California
$804K +$129K +14,562 +19%
ACM
182
Avalon Capital Management
California
$800K – – –
NL
183
NWAM LLC
Washington
$800K +$800K +90,174 New
HIC
184
Holderness Investments Company
North Carolina
$784K +$274K +30,846 +54%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$781K -$50K -5,634 -6%
WOC
186
West Oak Capital
California
$770K +$33.2K +3,738 +5%
IFS
187
Ifrah Financial Services
Arkansas
$760K +$32K +3,600 +4%
BWP
188
BSW Wealth Partners
Colorado
$718K +$682K +76,770 +1,884%
BCM
189
BTR Capital Management
California
$715K – – –
TSWM
190
Triangle Securities Wealth Management
North Carolina
$690K +$89K +10,020 +15%
PFM
191
Phillips Financial Management
Indiana
$678K +$62.7K +6,954 +10%
CCM
192
Coldstream Capital Management
Washington
$669K +$227K +25,608 +51%
CCMW
193
Cypress Capital Management (Wyoming)
Wyoming
$666K +$666K +74,400 New
SIG
194
Stanford Investment Group
California
$662K +$33.4K +3,762 +5%
EWA
195
EP Wealth Advisors
California
$656K +$165K +19,392 +34%
SWP
196
Stratos Wealth Partners
Ohio
$650K +$54.8K +6,180 +9%
SAM
197
Summit Asset Management
Tennessee
$647K +$29.6K +3,330 +5%
SWM
198
SigFig Wealth Management
California
$628K +$628K +70,152 New
TCT
199
TIAA CREF Trust
Missouri
$608K -$51.2K -5,772 -8%
WP
200
WealthSource Partners
California
$608K +$608K +68,478 New
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8
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