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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

452 hedge funds and large institutions have $5.67B invested in Schwab US Large- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 195 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+74
Holders Change %
+19.58%
% of All Funds
10.27%
Holding in Top 10
82
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.24%
% of All Funds
1.86%
New
95
Increased
195
Reduced
116
Closed
18
Calls
$524K
Puts
–
Net Calls
+$524K
Net Calls Change
+$24K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.26B
2
Charles Schwab
2
Charles Schwab
California
$248M
3
SWA
3
SFMG Wealth Advisors
Texas
$76.8M
4
PFG
4
Piershale Financial Group
Illinois
$24.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M

Top Sellers

1
AWMG
1
Alliance Wealth Management Group
New Jersey
$26.7M
2
AssetMark Inc
2
AssetMark Inc
California
$91.6M
3
QI
3
QS Investors
New York
$157M
4
AL
4
Aspiriant LLC
California
$712K
5
SI
5
SII Investments
Wisconsin
$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Anchor Investment Management
South Carolina
$1.17M +$832K +78,234 +242%
TSWM
227
Triangle Securities Wealth Management
North Carolina
$1.17M +$32.9K +3,090 +3%
VCM
228
Vivaldi Capital Management
Illinois
$1.13M +$767K +72,180 +213%
SDWMA
229
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M +$126K +11,802 +13%
TW
230
Transform Wealth
Colorado
$1.12M – – –
SFG
231
SNS Financial Group
Minnesota
$1.11M +$1.11M +104,538 New
UAS
232
United Asset Strategies
New York
$1.1M +$587K +55,224 +114%
LYV
233
Live Your Vision
Pennsylvania
$1.07M -$780K -69,864 -42%
PSUF
234
People's United Financial
Connecticut
$1.07M -$786K -73,896 -42%
FNBT
235
FineMark National Bank & Trust
Florida
$1.06M -$37.6K -3,540 -3%
WIC
236
Whitegate Investment Counselors
New Hampshire
$1.05M -$23.3K -2,190 -2%
CCWA
237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$972K -$111K -10,410 -10%
Stifel Financial
238
Stifel Financial
Missouri
$968K +$403K +37,740 +71%
FCI
239
Financial Counselors Inc
Kansas
$964K -$81K -7,620 -8%
LS
240
Lattice Strategies
Pennsylvania
$953K -$12.1K -1,140 -1%
OFG
241
Oxford Financial Group
Indiana
$953K +$6.25K +588 +0.7%
CWS
242
Cypress Wealth Services
California
$939K +$939K +88,290 New
CCM
243
Colorado Capital Management
Colorado
$931K +$124K +11,664 +15%
WCM
244
Weik Capital Management
Pennsylvania
$927K +$109K +10,290 +13%
IFS
245
Ifrah Financial Services
Arkansas
$923K +$17.5K +1,644 +2%
EWA
246
EP Wealth Advisors
California
$919K +$815K +688,614 +784%
PWM
247
Perigon Wealth Management
California
$899K -$934K -87,954 -51%
LBC
248
Lowe Brockenbrough & Co
Virginia
$899K +$73.3K +6,900 +9%
PFM
249
Phillips Financial Management
Indiana
$894K +$17.2K +1,584 +2%
PCM
250
Parsons Capital Management
Rhode Island
$880K -$306K -28,788 -26%
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