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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 %
HIC
301
Hartline Investment Corp
Illinois
$320K +$11.1K +1,110 +4%
STMM
302
South Texas Money Management
Texas
$319K +$18.9K +1,890 +6%
SCM
303
SOL Capital Management
Maryland
$313K -$15K -1,500 -5%
CG
304
Caprock Group
Idaho
$311K -$12.9K -1,290 -4%
AP
305
Appleton Partners
Massachusetts
$297K – – –
IC
306
InterOcean Capital
Illinois
$296K +$82K +8,196 +38%
TYCC
307
Texas Yale Capital Corp
Florida
$295K – – –
AIA
308
Armor Investment Advisors
North Carolina
$289K – – –
PAM
309
Peak Asset Management
Colorado
$285K +$285K +28,452 New
GIA
310
GHP Investment Advisors
Colorado
$284K -$30.9K -3,084 -10%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$281K +$47.8K +4,770 +20%
SIC
312
Shoker Investment Counsel
Ohio
$266K +$26.7K +2,664 +11%
DSC
313
Duncker Streett & Co
Missouri
$256K +$66.8K +6,684 +35%
CWM
314
Confluence Wealth Management
Oregon
$255K -$21.8K -2,184 -8%
SPC
315
Stewart & Patten Company
California
$249K +$1.02K +102 +0.4%
MWP
316
Moller Wealth Partners
$238K -$4.92K -492 -2%
BWA
317
Burt Wealth Advisors
Maryland
$236K -$5.99K -600 -2%
VF
318
Virtu Financial
New York
$232K +$232K +23,208 New
AWM
319
Arbor Wealth Management
Florida
$224K – – –
ASN
320
Advisory Services Network
Georgia
$224K +$55.8K +5,574 +33%
Brown Advisory
321
Brown Advisory
Maryland
$224K +$224K +22,350 New
PP
322
Patten & Patten
Tennessee
$221K +$221K +22,038 New
FF
323
Friedenthal Financial
New Jersey
$218K +$218K +21,744 New
VCM
324
Versant Capital Management
Arizona
$218K +$218K +21,810 New
DIA
325
Davidson Investment Advisors
Montana
$216K +$216K +21,630 New
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13
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