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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 %
AP
276
Appleton Partners
Massachusetts
$278K +$278K +29,628 New
TYCC
277
Texas Yale Capital Corp
Florida
$277K +$277K +29,520 New
CG
278
Caprock Group
Idaho
$271K -$2.81K -300 -1%
MCWS
279
McKinley Carter Wealth Services
West Virginia
$267K +$35.3K +3,756 +15%
AIA
280
Armor Investment Advisors
North Carolina
$265K -$40.8K -4,344 -13%
RC
281
Roundview Capital
New Jersey
$258K +$258K +27,540 New
PA
282
Parallel Advisors
California
$247K +$97.8K +10,302 +66%
FCAG
283
First Capital Advisors Group
New Jersey
$237K +$237K +25,266 New
BWA
284
Burt Wealth Advisors
Maryland
$227K – – –
BCIM
285
Bishop & Co Investment Management
Pennsylvania
$225K -$2.08K -222 -0.9%
SPC
286
Stewart & Patten Company
California
$223K -$9.74K -1,038 -4%
PP
287
Patten & Patten
Tennessee
$223K – – –
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$218K -$94.8K -10,128 -30%
PCM
289
Palouse Capital Management
Washington
$204K +$204K +21,798 New
TCM
290
Tradewinds Capital Management
Washington
$195K +$14.1K +1,500 +8%
HR
291
Howe & Rusling
New York
$184K -$2.99M -319,830 -94%
RFA
292
Reilly Financial Advisors
California
$181K +$116K +12,414 +180%
ECM
293
Exchange Capital Management
Michigan
$181K +$181K +19,266 New
FANJ
294
Financial Architects (New Jersey)
New Jersey
$175K -$8.72K -930 -5%
CDIA
295
Capital Directions Investment Advisors
Georgia
$149K – – –
RCG
296
Ruggie Capital Group
Florida
$140K -$18.4K -1,962 -12%
PFO
297
Pathstone Family Office
New Jersey
$130K +$130K +13,836 New
GBBWRPM
298
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$123K -$34.1K -3,606 -22%
SSB
299
Sandy Spring Bank
Maryland
$113K – – –
AF
300
Allworth Financial
California
$112K +$91.6K +9,762 +448%
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12
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