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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.

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
MWAC
5
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.5M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$555M 11,436,929 +1,611,813 +16%
SFG
2
Sage Financial Group
Pennsylvania
$156M 3,206,031 -271,691 -8%
HSA
3
HBK Sorce Advisory
Pennsylvania
$80M 1,646,843 +21,075 +1%
Charles Schwab
4
Charles Schwab
California
$68.9M 1,417,676 +19,381 +1%
FMP
5
Financial Management Professionals
Texas
$65.2M 1,342,825 +742,817 +124%
QI
6
QS Investors
New York
$46.9M 966,629 +518,364 +116%
CCA
7
Cobblestone Capital Advisors
New York
$42.6M 877,639 +33,821 +4%
EWM
8
Evermay Wealth Management
Virginia
$38.9M 800,572 -23,014 -3%
EWM
9
Empirical Wealth Management
Washington
$34.3M 706,081 +19,660 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$23.3M 478,948 +443,216 +1,240%
UCFA
11
United Capital Financial Advisors
Texas
$21.8M 449,066 +107,580 +32%
MWAC
12
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.5M 441,767 +441,767 New
Creative Planning
13
Creative Planning
Kansas
$21M 433,012 +80,024 +23%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19.2M 394,287 +127,579 +48%
CMP
15
Courage Miller Partners
Virginia
$18.1M 371,839 +20,128 +6%
KKAMG
16
Kernodle & Katon Asset Management Group
Arkansas
$18M 371,556 +371,556 New
PA
17
Planning Alternatives
Michigan
$16.4M 336,809 +30,862 +10%
BMM
18
Buffington Mohr McNeal
Idaho
$15.8M 325,748 +7,786 +2%
FC
19
Financial Consulate
Maryland
$15.8M 325,323 +12,354 +4%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$15.7M 323,450 +323,450 New
PFM
21
Parsec Financial Management
North Carolina
$14.6M 301,262 +12,850 +4%
CCM
22
CWH Capital Management
Washington
$14.6M 299,755 +3,584 +1%
DWM
23
Destination Wealth Management
California
$14.4M 295,984 +206,329 +230%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$14.3M 295,319 +28,563 +11%
PFG
25
Piershale Financial Group
Illinois
$12.7M 261,202 +261,202 New
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