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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 %
BCM
251
BTR Capital Management
California
$876K – – –
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$875K +$38K +3,576 +5%
NSB
253
Norway Savings Bank
Maine
$831K – – –
IH
254
IFC Holdings
Florida
$816K +$2.93K +276 +0.4%
Calamos Advisors
255
Calamos Advisors
Illinois
$780K +$22K +2,070 +3%
CHA
256
Carmichael Hill & Associates
Maryland
$776K +$776K +72,960 New
MCWS
257
McKinley Carter Wealth Services
West Virginia
$771K +$37.9K +3,564 +5%
DSN
258
D. Scott Neal
Kentucky
$771K +$600K +56,520 +352%
SAM
259
Summit Asset Management
Tennessee
$769K -$5.23K -492 -0.7%
JWA
260
JFS Wealth Advisors
Pennsylvania
$763K +$419K +39,408 +122%
DWM
261
Dynasty Wealth Management
Florida
$763K +$763K +71,796 New
PA
262
Parallel Advisors
California
$756K +$1.6K +150 +0.2%
AC
263
Alley Company
Illinois
$750K +$4.59K +432 +0.6%
AWM
264
Altium Wealth Management
New York
$744K +$744K +69,954 New
GGI
265
Godsey & Gibb Inc
Virginia
$740K +$28.5K +2,682 +4%
VCM
266
Versant Capital Management
Arizona
$737K +$505K +47,532 +218%
SWP
267
Stratos Wealth Partners
Ohio
$732K +$29.5K +2,778 +4%
Northern Trust
268
Northern Trust
Illinois
$717K +$261K +24,600 +57%
VCWA
269
Vanguard Capital Wealth Advisors
Colorado
$713K +$713K +78,258 New
AL
270
Aspiriant LLC
California
$712K -$9.15M -860,562 -93%
RWA
271
RGT Wealth Advisors
Texas
$709K +$1.53K +144 +0.2%
MWM
272
Meridian Wealth Management
Kentucky
$708K -$1.92K -180 -0.3%
LRPA
273
L. Roy Papp & Associates
Arizona
$708K +$708K +66,606 New
CIR
274
Clear Investment Research
Georgia
$679K – – –
PAM
275
Premier Asset Management
Illinois
$677K -$136K -12,798 -17%
9 10
11
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