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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

340 hedge funds and large institutions have $3.63B invested in Schwab US Large- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 176 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+18
Holders Change %
+5.59%
% of All Funds
8.48%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.55%
New
38
Increased
176
Reduced
94
Closed
18
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
+$72K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.38B
2
UBS AM
2
UBS AM
Illinois
$24.6M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$21.9M
4
Charles Schwab
4
Charles Schwab
California
$123M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$16.7M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$15.9M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
DWM
3
Destination Wealth Management
California
$5.87M
4
Jane Street
4
Jane Street
New York
$8.98M
5
AFS
5
Access Financial Services
Minnesota
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
226
Geneva Advisors
Illinois
$476K +$38.3K +4,086 +9%
EAM
227
Evanson Asset Management
California
$474K -$72.3K -7,710 -13%
LWAC
228
Laurel Wealth Advisors (California)
California
$474K +$8.21K +876 +2%
CCA
229
Clearwater Capital Advisors
Illinois
$473K -$84.3K -9,042 -15%
SFG
230
StrategIQ Financial Group
Indiana
$468K +$50K +5,334 +12%
OCM
231
One Capital Management
California
$467K -$17.7K -1,890 -4%
CAM
232
Carret Asset Management
New York
$464K – – –
EWM
233
Evercore Wealth Management
New York
$458K +$415K +44,232 +961%
AIM
234
Aspen Investment Management
Michigan
$456K +$95.5K +10,170 +26%
BL
235
BFSG LLC
California
$451K +$451K +48,126 New
HPWM
236
Highland Private Wealth Management
Washington
$444K -$39.4K -4,200 -8%
FM
237
Foster & Motley
Ohio
$420K +$4.33K +462 +1%
GC
238
Garde Capital
Washington
$419K +$186K +19,872 +80%
AMM
239
American Money Management
California
$417K -$19.9K -2,118 -5%
LS
240
Lattice Strategies
Pennsylvania
$415K -$17.4K -1,860 -4%
FI
241
FormulaFolio Investments
Michigan
$408K +$408K +43,464 New
BAC
242
Boys Arnold & Co
North Carolina
$405K -$2.08K -222 -0.5%
MWM
243
Mission Wealth Management
California
$405K – – –
Northern Trust
244
Northern Trust
Illinois
$405K +$405K +43,170 New
MGIA
245
Moneta Group Investment Advisors
Missouri
$396K +$32.7K +3,480 +9%
TCM
246
Twele Capital Management
Minnesota
$389K +$26.8K +2,856 +7%
UAS
247
United Asset Strategies
New York
$378K +$123K +13,104 +48%
SMC
248
Smith, Moore & Co
Missouri
$377K – – –
BTS
249
BB&T Securities
Virginia
$377K +$377K +40,212 New
SCM
250
SOL Capital Management
Maryland
$375K +$3.09K +330 +0.8%
8 9
10
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