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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 %
FIAS
251
FinTrust Investment Advisory Services
South Carolina
$491K +$491K +49,068 New
FTIOP
252
Fiduciary Trust International of Pennsylvania
Pennsylvania
$490K – – –
UAS
253
United Asset Strategies
New York
$487K +$53.1K +5,304 +12%
BSW
254
Buckingham Strategic Wealth
Missouri
$473K +$781 +78 +0.2%
W
255
Wealthfront
California
$471K +$471K +47,088 New
AMM
256
American Money Management
California
$467K +$15K +1,500 +3%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$466K +$466K +46,602 New
FAG
258
Financial Advisory Group
Texas
$460K -$601 -60 -0.1%
HPWM
259
Highland Private Wealth Management
Washington
$456K -$8.4K -840 -2%
SG
260
StoneX Group
New York
$455K +$455K +45,504 New
RC
261
Roundview Capital
New Jersey
$446K +$116K +11,622 +35%
BAM
262
Belpointe Asset Management
Nevada
$441K +$441K +44,064 New
MWM
263
Mission Wealth Management
California
$435K +$3.66K +366 +0.8%
AA
264
Advisory Alpha
Michigan
$430K +$162K +15,756 +61%
Northern Trust
265
Northern Trust
Illinois
$429K +$27.2K +2,718 +7%
SG Americas Securities
266
SG Americas Securities
New York
$420K +$52.7K +5,268 +14%
TCM
267
Twele Capital Management
Minnesota
$416K -$2.22K -222 -0.5%
LWAC
268
Laurel Wealth Advisors (California)
California
$415K -$98.2K -9,816 -19%
FM
269
Foster & Motley
Ohio
$412K -$15.7K -1,572 -4%
BAC
270
Boys Arnold & Co
North Carolina
$412K – – –
AFP
271
Ausdal Financial Partners
Iowa
$412K +$112K +11,232 +38%
SFG
272
StrategIQ Financial Group
Indiana
$405K -$16.8K -1,674 -4%
CCA
273
Clearwater Capital Advisors
Illinois
$404K -$9.28K -918 -2%
SMC
274
Smith, Moore & Co
Missouri
$402K – – –
ACM
275
Armbruster Capital Management
New York
$395K – – –
9 10
11
12 13