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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

361 hedge funds and large institutions have $4.11B invested in Schwab US Large- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 185 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
9.01%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.52%
New
40
Increased
185
Reduced
95
Closed
13
Calls
$854K
Puts
–
Net Calls
+$854K
Net Calls Change
+$216K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.63B
2
AB
2
AT Bancorp
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
AssetMark Inc
4
AssetMark Inc
California
$16.4M
5
FMP
5
Financial Management Professionals
Texas
$29.7M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$7.02M
2
CCA
2
Cobblestone Capital Advisors
New York
$37.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$353K
4
UBS AM
4
UBS AM
Illinois
$18.7M
5
PFC
5
Phocas Financial Corp
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
226
BlackRock
New York
$587K +$17.2K +1,782 +3%
AIM
227
Arcadia Investment Management
Michigan
$583K +$583K +60,540 New
MIH
228
Madison Investment Holdings
Wisconsin
$579K -$8.5K -882 -1%
MWM
229
Meridian Wealth Management
Kentucky
$575K +$31.4K +3,264 +6%
S
230
SignatureFD
Georgia
$571K -$58K -6,030 -9%
PA
231
Paracle Advisors
Washington
$565K +$5.65K +588 +1%
AC
232
Alley Company
Illinois
$562K +$50K +5,190 +10%
RPA
233
Rock Point Advisors
Vermont
$545K +$289 +30 +0.1%
PP
234
Palladium Partners
Virginia
$534K – – –
BWP
235
BSW Wealth Partners
Colorado
$533K +$7.39K +768 +1%
HP
236
HT Partners
Connecticut
$531K -$24.3K -2,520 -4%
SIAS
237
Shine Investment Advisory Services
Colorado
$526K +$526K +54,666 New
CWM
238
Concert Wealth Management
California
$525K -$48.5K -4,998 -8%
CFMC
239
Curbstone Financial Management Corp
New Hampshire
$522K +$4.04K +420 +0.8%
GA
240
Geneva Advisors
Illinois
$506K +$16.5K +1,710 +3%
LWAC
241
Laurel Wealth Advisors (California)
California
$493K +$6.81K +708 +1%
AIM
242
Aspen Investment Management
Michigan
$491K +$22.8K +2,364 +5%
CAM
243
Carret Asset Management
New York
$488K +$11.6K +1,200 +2%
EAM
244
Evanson Asset Management
California
$487K +$173 +18 +0%
BL
245
BFSG LLC
California
$475K +$11.7K +1,212 +3%
FTIOP
246
Fiduciary Trust International of Pennsylvania
Pennsylvania
$471K +$471K +48,954 New
EWM
247
Evercore Wealth Management
New York
$470K – – –
GC
248
Garde Capital
Washington
$458K +$27.8K +2,892 +6%
BSW
249
Buckingham Strategic Wealth
Missouri
$454K -$44.9K -4,662 -9%
HIC
250
Holderness Investments Company
North Carolina
$453K -$399K -41,388 -47%
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