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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.

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
1
Charles Schwab Investment Advisory
California
$907M
2
AB
2
AT Bancorp
Iowa
$45.3M
3
QI
3
QS Investors
New York
$110M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$120M
5
Charles Schwab
5
Charles Schwab
California
$87.7M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$20.3M
2
Jane Street
2
Jane Street
New York
$926K
3
CCA
3
Cobblestone Capital Advisors
New York
$40.7M
4
PFC
4
Phocas Financial Corp
California
$6.21M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$907M 105,405,132 +15,313,020 +17%
SFG
2
Sage Financial Group
Pennsylvania
$181M 21,011,910 +444,024 +2%
HSA
3
HBK Sorce Advisory
Pennsylvania
$120M 13,931,556 +1,823,004 +15%
QI
4
QS Investors
New York
$110M 12,792,018 +2,427,810 +23%
Charles Schwab
5
Charles Schwab
California
$87.7M 10,196,064 +1,550,898 +18%
Creative Planning
6
Creative Planning
Kansas
$71.6M 8,320,134 -142,404 -2%
EWM
7
Evermay Wealth Management
Virginia
$45.9M 5,329,686 +99,306 +2%
AB
8
AT Bancorp
Iowa
$45.3M 5,267,940 +4,974,720 +1,697%
CCA
9
Cobblestone Capital Advisors
New York
$40.7M 4,733,784 -658,602 -12%
UCFA
10
United Capital Financial Advisors
Texas
$37M 4,298,682 +207,204 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$33.2M 3,854,424 +240,216 +7%
MWAC
12
Mariner Wealth Advisors (Cincinnati)
Ohio
$32.4M 3,766,194 +288,042 +8%
PA
13
Planning Alternatives
Michigan
$25.1M 2,922,954 +12,504 +0.4%
TAT
14
TD Ameritrade Trust
Colorado
$24.9M 2,891,058 +418,626 +17%
FMP
15
Financial Management Professionals
Texas
$20.3M 2,358,192 -2,790,708 -54%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$20.3M 2,371,308 +212,964 +10%
WAM
17
Wealthspire Advisors (Maryland)
Maryland
$19.9M 2,310,540 +105,558 +5%
CMP
18
Courage Miller Partners
Virginia
$18.5M 2,146,188 +27,018 +1%
JFG
19
JMG Financial Group
Illinois
$18.3M 2,128,836 +33,972 +2%
SWM
20
SVA Wealth Management
Wisconsin
$17.5M 2,036,748 +66,264 +3%
PFM
21
Parsec Financial Management
North Carolina
$16.8M 1,957,470 +5,526 +0.3%
BMM
22
Buffington Mohr McNeal
Idaho
$16.4M 1,906,104 -54,924 -3%
FC
23
Financial Consulate
Maryland
$15.6M 1,813,194 -305,556 -14%
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$15.3M 1,780,368 +35,946 +2%
WA
25
WealthTrust-Arizona
Arizona
$14.9M 1,734,348 +2,172 +0.1%
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