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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 Market Value Shares Shares
Change 		Shares
Change %
PCM
326
Palouse Capital Management
Washington
$215K 21,534 – –
NL
327
NWAM LLC
Washington
$213K 21,264 +21,264 New
PIM
328
Penobscot Investment Management
Massachusetts
$210K 20,970 +20,970 New
FANJ
329
Financial Architects (New Jersey)
New Jersey
$202K 20,172 -1,056 -5%
HWA
330
Heritage Wealth Advisors
Virginia
$202K 20,406 -666 -3%
RFA
331
Reilly Financial Advisors
California
$181K 18,114 -450 -2%
DSN
332
D. Scott Neal
Kentucky
$161K 16,050 +13,644 +567%
CDIA
333
Capital Directions Investment Advisors
Georgia
$159K 15,840 – –
GI
334
GS Investments
Minnesota
$145K 14,526 -1,230 -8%
AIS
335
Accurate Investment Solutions
Pennsylvania
$140K 13,962 -8,730 -38%
GWM
336
Geneos Wealth Management
Colorado
$128K 12,840 +6,300 +96%
GBBWRPM
337
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K 12,474 -606 -5%
SSB
338
Sandy Spring Bank
Maryland
$121K 12,126 – –
PG
339
Patten Group
Tennessee
$121K 12,126 +126 +1%
RCG
340
Ruggie Capital Group
Florida
$118K 11,790 -210 -2%
WCG
341
Wall Capital Group
Arizona
$107K 10,686 – –
SFSIG
342
San Francisco Sentry Investment Group
California
$97K 9,660 +9,660 New
PFBT
343
Parkside Financial Bank & Trust
Missouri
$86K 8,556 – –
AFNAS
344
American Financial Network Advisory Services
California
$81K 8,058 +8,058 New
PMFA
345
Plante Moran Financial Advisors
Michigan
$67K 6,684 +6,684 New
BF
346
BOK Financial
Oklahoma
$66K 6,564 +6,564 New
PCP
347
Proficio Capital Partners
Massachusetts
$60K 6,000 – –
HR
348
Howe & Rusling
New York
$59K 5,934 -21,774 -79%
CPIG
349
Chicago Partners Investment Group
Illinois
$59K 5,868 -12,702 -68%
WTC
350
WhitTier Trust Company
Nevada
$55K 5,484 – –
12 13
14
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