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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

378 hedge funds and large institutions have $4.82B invested in Schwab US Large- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
9.44%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.65%
New
41
Increased
196
Reduced
101
Closed
23
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
-$354K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B
2
AssetMark Inc
2
AssetMark Inc
California
$108M
3
FMP
3
Financial Management Professionals
Texas
$76.4M
4
Charles Schwab
4
Charles Schwab
California
$193M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$49.5M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$329K
2
Jane Street
2
Jane Street
New York
$7.03M
3
Creative Planning
3
Creative Planning
Kansas
$85.1M
4
FC
4
Financial Consulate
Maryland
$12.8M
5
PFC
5
Phocas Financial Corp
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Alley Company
Illinois
$702K +$118K +11,760 +20%
MCWS
227
McKinley Carter Wealth Services
West Virginia
$690K +$227K +22,680 +49%
GGI
228
Godsey & Gibb Inc
Virginia
$670K -$20.7K -2,070 -3%
MWM
229
Meridian Wealth Management
Kentucky
$669K +$69.4K +6,906 +12%
RWA
230
RGT Wealth Advisors
Texas
$666K +$6.54K +654 +1%
SWP
231
Stratos Wealth Partners
Ohio
$661K -$76.6K -7,656 -10%
CIR
232
Clear Investment Research
Georgia
$639K +$6.19K +618 +1%
SIAS
233
Shine Investment Advisory Services
Colorado
$623K +$76.3K +7,626 +14%
SWM
234
SigFig Wealth Management
California
$609K -$108K -10,794 -15%
BlackRock
235
BlackRock
New York
$607K -$3K -300 -0.5%
MIH
236
Madison Investment Holdings
Wisconsin
$601K – – –
S
237
SignatureFD
Georgia
$592K -$1.44K -144 -0.2%
PA
238
Paracle Advisors
Washington
$588K +$120 +12 +0%
RPA
239
Rock Point Advisors
Vermont
$566K – – –
GC
240
Garde Capital
Washington
$565K +$89.1K +8,910 +19%
PP
241
Palladium Partners
Virginia
$555K – – –
BWP
242
BSW Wealth Partners
Colorado
$555K +$1.08K +108 +0.2%
HP
243
HT Partners
Connecticut
$551K -$2.29K -228 -0.4%
BAM
244
Barrett Asset Management
New York
$549K +$81K +8,100 +17%
AIM
245
Aspen Investment Management
Michigan
$547K +$37.5K +3,750 +7%
NFG
246
Nations Financial Group
Iowa
$540K +$84.6K +8,460 +19%
Stifel Financial
247
Stifel Financial
Missouri
$529K +$529K +52,950 New
CAM
248
Carret Asset Management
New York
$510K +$3.3K +330 +0.7%
EAM
249
Evanson Asset Management
California
$506K +$180 +18 +0%
BL
250
BFSG LLC
California
$505K +$11.6K +1,158 +2%
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