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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 %
BAM
251
Barrett Asset Management
New York
$451K +$96.8K +10,050 +27%
NFG
252
Nations Financial Group
Iowa
$448K +$84.5K +8,586 +23%
HPWM
253
Highland Private Wealth Management
Washington
$447K -$8.67K -900 -2%
MCWS
254
McKinley Carter Wealth Services
West Virginia
$445K +$171K +17,808 +63%
FAG
255
Financial Advisory Group
Texas
$443K +$443K +46,014 New
AMM
256
American Money Management
California
$435K +$7.28K +756 +2%
UAS
257
United Asset Strategies
New York
$417K +$28.8K +2,988 +7%
MWM
258
Mission Wealth Management
California
$415K – – –
FM
259
Foster & Motley
Ohio
$411K -$20.3K -2,106 -5%
SFG
260
StrategIQ Financial Group
Indiana
$405K -$75K -7,800 -16%
TCM
261
Twele Capital Management
Minnesota
$403K +$3.12K +324 +0.8%
FIM
262
Frontier Investment Management
Texas
$397K +$397K +41,274 New
BAC
263
Boys Arnold & Co
North Carolina
$396K -$19.5K -2,028 -5%
CCA
264
Clearwater Capital Advisors
Illinois
$394K -$94.8K -9,834 -19%
Northern Trust
265
Northern Trust
Illinois
$387K -$28.9K -3,000 -7%
SMC
266
Smith, Moore & Co
Missouri
$387K – – –
ICOA
267
Investment Centers of America
North Dakota
$387K +$387K +40,080 New
OIA
268
OneDigital Investment Advisors
Kansas
$381K +$381K +39,552 New
OCM
269
One Capital Management
California
$380K -$99K -10,290 -21%
ACM
270
Armbruster Capital Management
New York
$380K – – –
WI
271
Wedgewood Investors
Pennsylvania
$371K – – –
FWCM
272
Ferguson Wellman Capital Management
Oregon
$366K – – –
MWM
273
Marietta Wealth Management
Georgia
$358K -$20.2K -2,100 -5%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$354K – – –
SG Americas Securities
275
SG Americas Securities
New York
$353K -$6.68M -694,770 -95%
9 10
11
12 13