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 %
BL
301
BFSG LLC
California
$536K -$446 -42 -0.1%
ACM
302
AlphaStar Capital Management
North Carolina
$530K +$530K +24,900 New
FIAS
303
FinTrust Investment Advisory Services
South Carolina
$527K +$5.23K +492 +1%
FTIOP
304
Fiduciary Trust International of Pennsylvania
Pennsylvania
$520K – – –
CAM
305
Carret Asset Management
New York
$516K -$25.5K -2,400 -5%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$516K +$21.1K +1,986 +4%
APSI
307
Asset Planning Services Inc
Louisiana
$516K +$124K +11,700 +32%
TFS
308
TrustCore Financial Services
Tennessee
$506K +$506K +47,610 New
RC
309
Roundview Capital
New Jersey
$503K +$29.3K +2,760 +6%
BSW
310
Buckingham Strategic Wealth
Missouri
$501K -$893 -84 -0.2%
AMM
311
American Money Management
California
$496K -$383 -36 -0.1%
SP
312
Successful Portfolios
Florida
$494K +$494K +46,440 New
4IG
313
440 Investment Group
Kansas
$493K +$493K +46,374 New
HPWM
314
Highland Private Wealth Management
Washington
$485K – – –
BAM
315
Belpointe Asset Management
Nevada
$468K -$64 -6 -0%
FAG
316
Financial Advisory Group
Texas
$456K -$32.5K -3,060 -7%
SFSIG
317
San Francisco Sentry Investment Group
California
$446K +$343K +32,316 +335%
HGWM
318
Harvest Group Wealth Management
Massachusetts
$443K +$443K +41,688 New
TCM
319
Twele Capital Management
Minnesota
$442K – – –
SFG
320
StrategIQ Financial Group
Indiana
$434K +$4.08K +384 +0.9%
BAC
321
Boys Arnold & Co
North Carolina
$433K -$4.14K -390 -0.9%
PA
322
PFG Advisors
Arizona
$432K +$432K +40,644 New
LWAC
323
Laurel Wealth Advisors (California)
California
$425K -$15.6K -1,464 -4%
CCA
324
Clearwater Capital Advisors
Illinois
$425K – – –
ACM
325
Armbruster Capital Management
New York
$419K – – –
11 12
13
14 15