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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$647M 13,241,618 +1,804,689 +16%
SFG
2
Sage Financial Group
Pennsylvania
$164M 3,355,028 +148,997 +5%
HSA
3
HBK Sorce Advisory
Pennsylvania
$97.6M 1,997,537 +350,694 +21%
Charles Schwab
4
Charles Schwab
California
$70.4M 1,442,216 +24,540 +2%
QI
5
QS Investors
New York
$65.7M 1,346,004 +379,375 +39%
Creative Planning
6
Creative Planning
Kansas
$63.4M 1,297,248 +864,236 +200%
FMP
7
Financial Management Professionals
Texas
$55.8M 1,141,488 -201,337 -15%
CCA
8
Cobblestone Capital Advisors
New York
$44.9M 918,821 +41,182 +5%
EWM
9
Evermay Wealth Management
Virginia
$39.6M 810,529 +9,957 +1%
EWM
10
Empirical Wealth Management
Washington
$34.7M 709,618 +3,537 +0.5%
UCFA
11
United Capital Financial Advisors
Texas
$31.3M 640,269 +191,203 +43%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$27.1M 555,023 +160,736 +41%
MWAC
13
Mariner Wealth Advisors (Cincinnati)
Ohio
$25.7M 525,568 +83,801 +19%
PA
14
Planning Alternatives
Michigan
$24M 491,317 +154,508 +46%
JFG
15
JMG Financial Group
Illinois
$17.7M 362,791 +128,266 +55%
CMP
16
Courage Miller Partners
Virginia
$17.2M 351,804 -20,035 -5%
FC
17
Financial Consulate
Maryland
$17M 347,961 +22,638 +7%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$16.9M 345,055 +21,605 +7%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$16.4M 336,068 +40,749 +14%
TAT
20
TD Ameritrade Trust
Colorado
$16.3M 334,048 +236,420 +242%
BMM
21
Buffington Mohr McNeal
Idaho
$15.9M 326,148 +400 +0.1%
PFM
22
Parsec Financial Management
North Carolina
$15.6M 319,852 +18,590 +6%
SWM
23
SVA Wealth Management
Wisconsin
$15.1M 308,838 +86,220 +39%
KKAMG
24
Kernodle & Katon Asset Management Group
Arkansas
$15.1M 308,272 -63,284 -17%
DWM
25
Destination Wealth Management
California
$14.4M 295,984 – –
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