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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 %
ASN
301
Advisory Services Network
Georgia
$106K +$106K +11,298 New
SQA
302
Simon Quick Advisors
New Jersey
$83K +$83K +8,862 New
CIM
303
Contravisory Investment Management
Massachusetts
$81K +$79K +8,478 +4,037%
SF
304
Synovus Financial
Georgia
$80K -$3.68K -390 -4%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$80K – – –
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$66K -$12.1K -1,290 -16%
WCG
307
Wall Capital Group
Arizona
$62K +$62K +6,630 New
PCP
308
Proficio Capital Partners
Massachusetts
$57K – – –
WA
309
Winfield Associates
Ohio
$57K – – –
WTC
310
WhitTier Trust Company
Nevada
$51K – – –
IWM
311
IHT Wealth Management
Illinois
$51K +$50.4K +5,394 +8,990%
RCA
312
Rowland Carmichael Advisors
Arizona
$32K -$194K -20,616 -86%
ABFS
313
Appropriate Balance Financial Services
Washington
$31.6K -$531K -179,394 -94%
HNB
314
Huntington National Bank
Ohio
$31K -$56K – –
CPIG
315
Chicago Partners Investment Group
Illinois
$30K +$4.21K +456 +16%
GWM
316
Geneos Wealth Management
Colorado
$28K – – –
ST
317
Smithfield Trust
Pennsylvania
$28K – – –
AA
318
Advisory Alpha
Michigan
$23K +$23K +2,502 New
YWP
319
YorkBridge Wealth Partners
New York
$22K +$7.84K +840 +55%
NR
320
Newfound Research
Massachusetts
$20K +$110 +12 +0.6%
EWM
321
Edge Wealth Management
New York
$17K – – –
AIM
322
Anchor Investment Management
South Carolina
$14.3K +$14.3K +1,530 New
LCM
323
Liberty Capital Management
Michigan
$12K – – –
Citigroup
324
Citigroup
New York
$11K – – –
DSN
325
D. Scott Neal
Kentucky
$10K +$10K +1,026 New
11 12
13
14 15