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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.

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 %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$388K +$388K +38,808 New
WI
277
Wedgewood Investors
Pennsylvania
$385K – – –
FA
278
FDx Advisors
Illinois
$383K +$383K +38,304 New
FWCM
279
Ferguson Wellman Capital Management
Oregon
$380K – – –
LNC
280
Lincoln National Corp
Pennsylvania
$374K +$374K +37,422 New
MWM
281
Marietta Wealth Management
Georgia
$373K +$962 +96 +0.3%
GAM
282
Garrison Asset Management
Arkansas
$373K +$10.1K +1,008 +3%
MCP
283
Mirador Capital Partners
California
$372K +$11.7K +1,158 +3%
ICOA
284
Investment Centers of America
North Dakota
$370K -$30.5K -3,048 -8%
ECM
285
Ensemble Capital Management
California
$370K +$370K +36,942 New
SQA
286
Simon Quick Advisors
New Jersey
$368K +$9.13K +912 +3%
APSI
287
Asset Planning Services Inc
Louisiana
$368K +$21K +2,100 +6%
BJL
288
Brighton Jones LLC
Washington
$365K +$60.5K +6,042 +20%
EWM
289
Evercore Wealth Management
New York
$364K -$124K -12,432 -25%
EHPM
290
Emery Howard Portfolio Management
California
$360K +$11.9K +1,194 +3%
MC
291
Middleton & Co
Massachusetts
$360K +$360K +36,000 New
OIA
292
OneDigital Investment Advisors
Kansas
$352K -$43.9K -4,386 -11%
HIC
293
Holderness Investments Company
North Carolina
$347K -$124K -12,390 -26%
VCM
294
Vivaldi Capital Management
Illinois
$339K +$339K +33,840 New
TCM
295
Tradewinds Capital Management
Washington
$329K -$9.7M -970,182 -97%
NCM
296
Novare Capital Management
North Carolina
$324K +$13.7K +1,368 +4%
JWA
297
JFS Wealth Advisors
Pennsylvania
$324K +$293K +29,262 +947%
AIM
298
Anchor Investment Management
South Carolina
$323K +$214K +21,366 +196%
Comerica Bank
299
Comerica Bank
Texas
$322K -$20K -1,956 -6%
OCM
300
One Capital Management
California
$320K -$74.8K -7,488 -19%
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