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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.

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
1
Charles Schwab Investment Advisory
California
$747M
2
QI
2
QS Investors
New York
$86M
3
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$14.5M
4
KF
4
Krilogy Financial
Missouri
$5.99M
5
Creative Planning
5
Creative Planning
Kansas
$70.2M

Top Sellers

1
EWM
1
Empirical Wealth Management
Washington
$15M
2
FMP
2
Financial Management Professionals
Texas
$42.7M
3
DWM
3
Destination Wealth Management
California
$4.57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$460K
5
LPL Financial
5
LPL Financial
California
$6.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$747M 15,015,352 +1,773,734 +13%
SFG
2
Sage Financial Group
Pennsylvania
$171M 3,427,981 +72,953 +2%
HSA
3
HBK Sorce Advisory
Pennsylvania
$100M 2,018,092 +20,555 +1%
QI
4
QS Investors
New York
$86M 1,727,368 +381,364 +28%
Charles Schwab
5
Charles Schwab
California
$71.7M 1,440,861 -1,355 -0.1%
Creative Planning
6
Creative Planning
Kansas
$70.2M 1,410,423 +113,175 +9%
CCA
7
Cobblestone Capital Advisors
New York
$44.7M 898,731 -20,090 -2%
EWM
8
Evermay Wealth Management
Virginia
$43.4M 871,730 +61,201 +8%
FMP
9
Financial Management Professionals
Texas
$42.7M 858,150 -283,338 -25%
UCFA
10
United Capital Financial Advisors
Texas
$34.1M 681,913 +41,644 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30M 602,368 +47,345 +9%
MWAC
12
Mariner Wealth Advisors (Cincinnati)
Ohio
$28.9M 579,692 +54,124 +10%
PA
13
Planning Alternatives
Michigan
$24.1M 485,075 -6,242 -1%
TAT
14
TD Ameritrade Trust
Colorado
$20.5M 412,072 +78,024 +23%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$18.3M 367,497 +22,442 +7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$17.9M 359,724 +23,656 +7%
CMP
17
Courage Miller Partners
Virginia
$17.6M 353,195 +1,391 +0.4%
FC
18
Financial Consulate
Maryland
$17.6M 353,125 +5,164 +1%
JFG
19
JMG Financial Group
Illinois
$17.4M 349,144 -13,647 -4%
SWM
20
SVA Wealth Management
Wisconsin
$16.3M 328,414 +19,576 +6%
BMM
21
Buffington Mohr McNeal
Idaho
$16.3M 326,838 +690 +0.2%
PFM
22
Parsec Financial Management
North Carolina
$16.2M 325,324 +5,472 +2%
EWM
23
Empirical Wealth Management
Washington
$15M 301,610 -408,008 -57%
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$14.5M 290,737 +290,737 New
WA
25
WealthTrust-Arizona
Arizona
$14.4M 288,696 +9,440 +3%
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