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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 %
ECM
251
Ensemble Capital Management
California
$374K +$3.94K +420 +1%
ACM
252
Armbruster Capital Management
New York
$370K -$56K -5,970 -13%
MWM
253
Marietta Wealth Management
Georgia
$368K +$27.2K +2,904 +8%
NL
254
NWAM LLC
Washington
$364K -$482K -51,366 -57%
WI
255
Wedgewood Investors
Pennsylvania
$361K – – –
FWCM
256
Ferguson Wellman Capital Management
Oregon
$356K – – –
CCM
257
Colorado Capital Management
Colorado
$354K +$354K +37,770 New
NFG
258
Nations Financial Group
Iowa
$347K +$347K +36,960 New
LNWWM
259
Laird Norton Wetherby Wealth Management
California
$345K – – –
BAM
260
Barrett Asset Management
New York
$345K +$33.8K +3,600 +11%
MA
261
MUFG Americas
New York
$340K +$249K +26,478 +273%
GIA
262
GHP Investment Advisors
Colorado
$338K +$1.3K +138 +0.4%
GAM
263
Garrison Asset Management
Arkansas
$336K +$56 +6 +0%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$327K -$727K -77,388 -69%
EHPM
265
Emery Howard Portfolio Management
California
$327K +$1.41K +150 +0.4%
STMM
266
South Texas Money Management
Texas
$327K +$8.89K +948 +3%
MCP
267
Mirador Capital Partners
California
$326K +$13K +1,386 +4%
MWP
268
Moller Wealth Partners
$319K -$10.2K -1,092 -3%
Comerica Bank
269
Comerica Bank
Texas
$318K +$318K +33,486 New
PCA
270
Personal Capital Advisors
California
$313K -$9.28K -990 -3%
CCMW
271
Cypress Capital Management (Wyoming)
Wyoming
$299K -$399K -42,570 -57%
AWM
272
Arbor Wealth Management
Florida
$291K -$23.9K -2,898 -8%
APSI
273
Asset Planning Services Inc
Louisiana
$290K – – –
HIC
274
Hartline Investment Corp
Illinois
$290K – – –
CWM
275
Confluence Wealth Management
Oregon
$282K +$15.5K +1,650 +6%
9 10
11
12 13