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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

361 hedge funds and large institutions have $4.11B invested in Schwab US Large- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 185 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
9.01%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.52%
New
40
Increased
185
Reduced
95
Closed
13
Calls
$854K
Puts
–
Net Calls
+$854K
Net Calls Change
+$216K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.63B
2
AB
2
AT Bancorp
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
AssetMark Inc
4
AssetMark Inc
California
$16.4M
5
FMP
5
Financial Management Professionals
Texas
$29.7M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$7.02M
2
CCA
2
Cobblestone Capital Advisors
New York
$37.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$353K
4
UBS AM
4
UBS AM
Illinois
$18.7M
5
PFC
5
Phocas Financial Corp
California
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
301
Shoker Investment Counsel
Ohio
$230K +$230K +23,916 New
Wolverine Trading
302
Wolverine Trading
Illinois
$228K +$228K +23,718 New
FCAG
303
First Capital Advisors Group
New Jersey
$226K -$17K -1,770 -7%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$224K – – –
BCIM
305
Bishop & Co Investment Management
Pennsylvania
$222K -$8.83K -918 -4%
AIS
306
Accurate Investment Solutions
Pennsylvania
$218K +$218K +22,692 New
AWM
307
Arbor Wealth Management
Florida
$214K -$81.3K -9,726 -28%
LJAC
308
L.J. Altfest & Co
New York
$207K -$4.09M -425,082 -95%
PCM
309
Palouse Capital Management
Washington
$207K -$2.54K -264 -1%
IC
310
InterOcean Capital
Illinois
$206K +$206K +21,396 New
HWA
311
Heritage Wealth Advisors
Virginia
$205K +$205K +21,072 New
FANJ
312
Financial Architects (New Jersey)
New Jersey
$204K +$24.6K +2,556 +14%
DSC
313
Duncker Streett & Co
Missouri
$182K +$182K +18,936 New
RFA
314
Reilly Financial Advisors
California
$179K -$7.06K -732 -4%
CPIG
315
Chicago Partners Investment Group
Illinois
$164K +$135K +15,324 +472%
ASN
316
Advisory Services Network
Georgia
$162K +$53.1K +5,514 +49%
CDIA
317
Capital Directions Investment Advisors
Georgia
$153K – – –
GI
318
GS Investments
Minnesota
$152K +$152K +15,756 New
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$138K -$195K -20,388 -59%
GBBWRPM
320
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$125K +$573 +60 +0.5%
PG
321
Patten Group
Tennessee
$118K +$116K +11,796 +5,782%
SSB
322
Sandy Spring Bank
Maryland
$117K – – –
RCG
323
Ruggie Capital Group
Florida
$116K -$28.1K -2,904 -19%
AIM
324
Anchor Investment Management
South Carolina
$105K +$90.3K +9,378 +613%
WCG
325
Wall Capital Group
Arizona
$103K +$39.1K +4,056 +61%
11 12
13
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