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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 %
BCIM
201
Bishop & Co Investment Management
Pennsylvania
$210K +$210K +25,884 New
TCM
202
Twele Capital Management
Minnesota
$205K +$205K +25,296 New
BWA
203
Burt Wealth Advisors
Maryland
$191K +$40.8K +5,052 +27%
BAM
204
Barrett Asset Management
New York
$189K +$59.9K +7,410 +46%
AWM
205
AllSquare Wealth Management
New York
$159K – – –
PVH
206
Psagot Value Holdings
Israel
$151K – – –
CDIA
207
Capital Directions Investment Advisors
Georgia
$128K – – –
CTC
208
Central Trust Company
Missouri
$101K +$101K +12,444 New
RPG
209
Risk Paradigm Group
Texas
$98.9K – – –
JIC
210
Joel Isaacson & Co
New York
$97K – – –
SSB
211
Sandy Spring Bank
Maryland
$88K – – –
AP
212
Atwood & Palmer
Missouri
$82K – – –
SF
213
Synovus Financial
Georgia
$73K +$73K +9,000 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$69K – – –
BlackRock
215
BlackRock
New York
$65K +$65K +8,064 New
WTB
216
Washington Trust Bank
Washington
$64K -$12.2K -1,500 -16%
Citigroup
217
Citigroup
New York
$58K +$58K +7,200 New
RFA
218
Reilly Financial Advisors
California
$56K – – –
GBBWRPM
219
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K +$55K +6,828 New
HNB
220
Huntington National Bank
Ohio
$51K -$48K – –
WA
221
Winfield Associates
Ohio
$49K -$149K -18,306 -75%
EWM
222
Edge Wealth Management
New York
$39K – – –
EWM
223
Evercore Wealth Management
New York
$37K +$37K +4,602 New
AA
224
Apriem Advisors
California
$34K -$864 -108 -2%
ASN
225
Advisory Services Network
Georgia
$34K +$34K +4,164 New
7 8
9
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