SCHX icon

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 %
SBA
276
Secrest Blakey & Associates
North Carolina
$669K +$669K +62,976 New
AIM
277
Aspen Investment Management
Michigan
$653K +$72K +6,780 +12%
BlackRock
278
BlackRock
New York
$639K -$5.93K -558 -0.9%
MIH
279
Madison Investment Holdings
Wisconsin
$639K – – –
GC
280
Garde Capital
Washington
$639K +$38K +3,570 +6%
SWM
281
SigFig Wealth Management
California
$638K -$11.8K -1,104 -2%
TA
282
Tiedemann Advisors
New York
$635K +$635K +59,790 New
S
283
SignatureFD
Georgia
$629K +$64 +6 +0%
PA
284
Paracle Advisors
Washington
$624K +$127 +12 +0%
BWP
285
BSW Wealth Partners
Colorado
$615K +$25.2K +2,370 +4%
Simplex Trading
286
Simplex Trading
Illinois
$612K +$612K +57,600 New
NFG
287
Nations Financial Group
Iowa
$594K +$20.1K +1,890 +3%
PP
288
Palladium Partners
Virginia
$587K -$2.55K -240 -0.4%
HP
289
HT Partners
Connecticut
$587K – – –
BAM
290
Barrett Asset Management
New York
$587K +$3.19K +300 +0.5%
MWM
291
Mission Wealth Management
California
$580K +$117K +11,028 +25%
TL
292
TrueWealth LLC
Georgia
$568K +$568K +53,466 New
W
293
Wealthfront
California
$567K +$66.5K +6,258 +13%
CFMC
294
Curbstone Financial Management Corp
New Hampshire
$562K -$558K -52,434 -50%
SIAS
295
Shine Investment Advisory Services
Colorado
$560K -$102K -9,636 -15%
TSS
296
Two Sigma Securities
New York
$558K -$2.2M -206,748 -80%
RPA
297
Rock Point Advisors
Vermont
$557K -$44.3K -4,170 -7%
AFP
298
Ausdal Financial Partners
Iowa
$552K +$115K +10,782 +26%
AWM
299
AE Wealth Management
Kansas
$542K +$542K +50,970 New
EAM
300
Evanson Asset Management
California
$538K +$128 +12 +0%
10 11
12
13 14