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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.

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
TIM
2
Total Investment Management
Arizona
$41.2M
3
AA
3
Apriem Advisors
California
$42.6M
4
AWS
4
AJ Wealth Strategies
New York
$35.5M
5
SWA
5
SFMG Wealth Advisors
Texas
$34.5M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.09B 20,534,327 +2,966,805 +17%
SFG
2
Sage Financial Group
Pennsylvania
$188M 3,526,485 +24,500 +0.7%
QI
3
QS Investors
New York
$129M 2,428,578 +296,575 +14%
HSA
4
HBK Sorce Advisory
Pennsylvania
$126M 2,373,356 +51,430 +2%
Charles Schwab
5
Charles Schwab
California
$97.3M 1,826,029 +126,685 +7%
Creative Planning
6
Creative Planning
Kansas
$78.2M 1,469,039 +82,350 +6%
AB
7
AT Bancorp
Iowa
$72.8M 1,367,009 +489,019 +56%
EWM
8
Evermay Wealth Management
Virginia
$48.9M 917,786 +29,505 +3%
AA
9
Apriem Advisors
California
$42.6M 800,762 +676,708 +545%
CCA
10
Cobblestone Capital Advisors
New York
$42.1M 789,762 +798 +0.1%
TIM
11
Total Investment Management
Arizona
$41.2M 774,481 +774,481 New
UCFA
12
United Capital Financial Advisors
Texas
$37.6M 706,657 -9,790 -1%
AWS
13
AJ Wealth Strategies
New York
$35.5M 666,380 +666,380 New
SWA
14
SFMG Wealth Advisors
Texas
$34.5M 647,597 +647,597 New
MWAC
15
Mariner Wealth Advisors (Cincinnati)
Ohio
$33.5M 628,663 +964 +0.2%
PA
16
Planning Alternatives
Michigan
$25.5M 478,329 -8,830 -2%
AFS
17
Access Financial Services
Minnesota
$24.4M 458,094 +458,094 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$23.1M 433,607 +38,389 +10%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$20.1M 377,727 -7,363 -2%
SWM
20
SVA Wealth Management
Wisconsin
$20.1M 376,665 +37,207 +11%
CCM
21
CWH Capital Management
Washington
$19.1M 358,103 +152,030 +74%
CMP
22
Courage Miller Partners
Virginia
$18.9M 354,010 -3,688 -1%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$17.8M 326,107 +326,107 New
PFM
24
Parsec Financial Management
North Carolina
$17.5M 328,008 +1,763 +0.5%
WCWM
25
Wooster Corthell Wealth Management
Connecticut
$17.5M 327,688 +30,960 +10%
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