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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 %
TCM
201
Twele Capital Management
Minnesota
$243K +$37.1K +4,560 +18%
CAN
202
Cetera Advisor Networks
California
$241K +$241K +29,508 New
CG
203
Caprock Group
Idaho
$238K +$238K +29,196 New
IC
204
InterOcean Capital
Illinois
$236K – – –
RJA
205
Raymond James & Associates
Florida
$235K +$235K +28,878 New
CA
206
Cetera Advisors
Colorado
$230K – – –
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$223K +$210K +25,776 +1,597%
RCG
208
Ruggie Capital Group
Florida
$222K +$222K +27,330 New
MGIA
209
Moneta Group Investment Advisors
Missouri
$221K +$221K +27,210 New
BSW
210
Buckingham Strategic Wealth
Missouri
$218K +$218K +26,820 New
BAM
211
Barrett Asset Management
New York
$216K +$25.6K +3,150 +13%
BCIM
212
Bishop & Co Investment Management
Pennsylvania
$211K – – –
MIH
213
Madison Investment Holdings
Wisconsin
$207K -$77.3K -9,486 -27%
GC
214
Garde Capital
Washington
$205K +$205K +25,146 New
SL
215
Summitry LLC
California
$203K +$203K +24,882 New
BPB
216
Badgley, Phelps & Bell
Washington
$201K +$201K +24,642 New
BWA
217
Burt Wealth Advisors
Maryland
$180K -$12.2K -1,500 -6%
PVH
218
Psagot Value Holdings
Israel
$143K -$8.6K -1,056 -6%
TCM
219
Tradewinds Capital Management
Washington
$143K +$122K +15,000 +588%
CDIA
220
Capital Directions Investment Advisors
Georgia
$129K – – –
SSB
221
Sandy Spring Bank
Maryland
$101K +$12.2K +1,500 +14%
JIC
222
Joel Isaacson & Co
New York
$98K – – –
RPG
223
Risk Paradigm Group
Texas
$87.7K -$11.8K -1,446 -12%
SF
224
Synovus Financial
Georgia
$73K – – –
PFBT
225
Parkside Financial Bank & Trust
Missouri
$70K – – –
7 8
9
10 11