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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 %
GGI
201
Godsey & Gibb Inc
Virginia
$602K -$1.33K -150 -0.2%
WIC
202
Whitegate Investment Counselors
New Hampshire
$599K +$157K +17,706 +36%
IWM
203
Integrated Wealth Management
California
$592K +$230K +25,932 +64%
S
204
SignatureFD
Georgia
$581K -$12.3K -1,380 -2%
RPA
205
Rock Point Advisors
Vermont
$566K – – –
RWA
206
RGT Wealth Advisors
Texas
$563K +$586 +66 +0.1%
AMG
207
Asset Management Group
Connecticut
$554K +$95.4K +10,752 +21%
VWM
208
Vector Wealth Management
Minnesota
$543K -$10.8K -1,212 -2%
CCA
209
Clearwater Capital Advisors
Illinois
$535K +$8.06K +900 +2%
HP
210
HT Partners
Connecticut
$527K +$10.9K +1,230 +2%
BlackRock
211
BlackRock
New York
$525K -$2.93K -330 -0.6%
MIH
212
Madison Investment Holdings
Wisconsin
$520K -$86.2K -9,708 -14%
EAM
213
Evanson Asset Management
California
$517K +$213 +24 +0%
PA
214
Paracle Advisors
Washington
$491K +$34K +3,840 +7%
CFMC
215
Curbstone Financial Management Corp
New Hampshire
$483K -$490K -55,254 -50%
CWM
216
Concert Wealth Management
California
$467K +$181K +20,550 +63%
PP
217
Palladium Partners
Virginia
$465K +$111K +12,558 +31%
OCM
218
One Capital Management
California
$459K -$8.53K -960 -2%
HPWM
219
Highland Private Wealth Management
Washington
$457K +$53 +6 +0%
AC
220
Alley Company
Illinois
$456K -$373 -42 -0.1%
LRPA
221
L. Roy Papp & Associates
Arizona
$453K +$110K +12,420 +32%
LWAC
222
Laurel Wealth Advisors (California)
California
$441K -$15.3K -1,728 -3%
CAM
223
Carret Asset Management
New York
$439K -$10.7K -1,200 -2%
LBC
224
Lowe Brockenbrough & Co
Virginia
$437K +$437K +49,260 New
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K +$140K +15,792 +48%
7 8
9
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