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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 %
SHJ
201
Sharkey, Howes & Javer
Colorado
$341K – – –
PSUF
202
People's United Financial
Connecticut
$340K +$134K +15,570 +65%
GA
203
Geneva Advisors
Illinois
$339K +$15.6K +1,806 +5%
LRPA
204
L. Roy Papp & Associates
Arizona
$332K +$92.5K +10,758 +39%
WI
205
Wedgewood Investors
Pennsylvania
$331K – – –
ACM
206
Armbruster Capital Management
New York
$330K +$69.7K +8,100 +27%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$317K – – –
TCM
208
Twele Capital Management
Minnesota
$316K +$9.09K +1,056 +3%
IH
209
IFC Holdings
Florida
$314K +$10.9K +1,266 +4%
GAM
210
Garrison Asset Management
Arkansas
$306K +$52 +6 +0%
CG
211
Cutler Group
California
$299K -$10.3K -1,200 -3%
EHPM
212
Emery Howard Portfolio Management
California
$297K +$15.9K +1,854 +6%
PCA
213
Personal Capital Advisors
California
$292K -$8.6K -1,008 -3%
CG
214
Colony Group
Massachusetts
$283K – – –
SDWMA
215
Schneider Downs Wealth Management Advisors
Pennsylvania
$281K +$30.6K +3,564 +12%
MGIA
216
Moneta Group Investment Advisors
Missouri
$274K +$39.5K +4,602 +17%
CWM
217
Concert Wealth Management
California
$272K +$272K +32,394 New
HIC
218
Hartline Investment Corp
Illinois
$266K – – –
VF
219
Virtu Financial
New York
$266K +$266K +30,888 New
AIM
220
Aspen Investment Management
Michigan
$255K +$4.64K +540 +2%
BJL
221
Brighton Jones LLC
Washington
$251K +$877 +102 +0.4%
CG
222
Caprock Group
Idaho
$251K – – –
MWP
223
Moller Wealth Partners
$244K -$76.2K -8,856 -24%
BAM
224
Barrett Asset Management
New York
$239K – – –
TRCT
225
Tower Research Capital (TRC)
New York
$236K -$2.94M -340,908 -93%
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