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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 %
BAC
201
Boys Arnold & Co
North Carolina
$308K +$308K +37,116 New
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$305K – – –
CG
203
Cutler Group
California
$298K -$3.28K -396 -1%
TCM
204
Twele Capital Management
Minnesota
$296K +$48.3K +5,820 +19%
GAM
205
Garrison Asset Management
Arkansas
$295K -$6.66K -804 -2%
PCA
206
Personal Capital Advisors
California
$292K +$19.5K +2,358 +7%
IH
207
IFC Holdings
Florida
$292K +$292K +35,166 New
CG
208
Colony Group
Massachusetts
$273K +$273K +32,898 New
EHPM
209
Emery Howard Portfolio Management
California
$271K +$271K +32,688 New
IA
210
IFP Advisors
Florida
$260K -$26.5K -3,192 -9%
HIC
211
Hartline Investment Corp
Illinois
$256K – – –
FANJ
212
Financial Architects (New Jersey)
New Jersey
$255K -$6.81K -822 -3%
ACM
213
Armbruster Capital Management
New York
$251K -$1.49K -180 -0.6%
SFG
214
StrategIQ Financial Group
Indiana
$247K +$247K +29,736 New
BJL
215
Brighton Jones LLC
Washington
$242K -$69.5K -8,364 -22%
AIM
216
Aspen Investment Management
Michigan
$242K -$27.4K -3,300 -10%
CG
217
Caprock Group
Idaho
$242K – – –
SDWMA
218
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K +$242K +29,130 New
RCG
219
Ruggie Capital Group
Florida
$231K +$3.99K +480 +2%
LRPA
220
L. Roy Papp & Associates
Arizona
$231K +$231K +27,840 New
BAM
221
Barrett Asset Management
New York
$230K +$9.95K +1,200 +5%
MGIA
222
Moneta Group Investment Advisors
Missouri
$226K +$646 +78 +0.3%
CA
223
Cetera Advisors
Colorado
$225K -$8.98K -1,080 -4%
IC
224
InterOcean Capital
Illinois
$223K -$16.9K -2,040 -7%
BSW
225
Buckingham Strategic Wealth
Missouri
$216K -$6.11K -738 -3%
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