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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 %
JPMorgan Chase & Co
326
JPMorgan Chase & Co
New York
$10K +$10K +1,068 New
SEI Investments
327
SEI Investments
Pennsylvania
$9K -$200K -20,556 -96%
HCM
328
Horrell Capital Management
Arkansas
$8K -$13.8K -1,422 -63%
NCM
329
New Capital Management
Texas
$7K +$7K +750 New
SPIA
330
Steward Partners Investment Advisory
New York
$6K +$6K +648 New
DADC
331
D.A. Davidson & Co
Montana
$5K – – –
Chevy Chase Trust
332
Chevy Chase Trust
Maryland
$5K +$5K +600 New
NDSI
333
Newman Dignan & Sheerar Inc
Rhode Island
$3.63K +$60 +6,360 +2%
TWA
334
TCI Wealth Advisors
Arizona
$3K +$3K +360 New
PG
335
Patten Group
Tennessee
$2K – – –
SIM
336
Sonora Investment Management
Arizona
$1.13K – – –
MIM
337
Macroview Investment Management
Maryland
$1K +$1K +66 New
PFG
338
Piershale Financial Group
Illinois
– -$10.5M -1,183,968 Closed
PMG
339
ProVise Management Group
Florida
– -$3.72M -419,544 Closed
ACM
340
Argent Capital Management
Missouri
– -$3.25M -366,510 Closed
PPA
341
Parametric Portfolio Associates
Washington
– -$2.2M -248,106 Closed
PCM
342
Pointe Capital Management
Michigan
– -$875K -98,610 Closed
PFA
343
Pinnacle Family Advisors
Missouri
– -$806K -90,882 Closed
SIG
344
Stanford Investment Group
California
– -$662K -74,544 Closed
LRPA
345
L. Roy Papp & Associates
Arizona
– -$453K -51,018 Closed
CIC
346
Carnegie Investment Counsel
Ohio
– -$365K -40,578 Closed
Stifel Financial
347
Stifel Financial
Missouri
– -$227K -25,620 Closed
WPA
348
West Paces Advisors
Georgia
– -$223K -25,170 Closed
PO
349
Private Ocean
California
– -$206K -22,116 Closed
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$51K -5,796 Closed
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14
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