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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 %
RCC
326
Red Cedar Capital
Nebraska
$418K +$418K +39,348 New
LFG
327
Larson Financial Group
Missouri
$414K +$414K +38,934 New
Jones Financial Companies
328
Jones Financial Companies
Missouri
$413K – – –
WI
329
Wedgewood Investors
Pennsylvania
$409K – – –
SQA
330
Simon Quick Advisors
New Jersey
$404K -$8.69K -774 -2%
FWCM
331
Ferguson Wellman Capital Management
Oregon
$404K – – –
GAM
332
Garrison Asset Management
Arkansas
$399K +$2.68K +252 +0.7%
MWM
333
Marietta Wealth Management
Georgia
$397K +$1.02K +96 +0.3%
OIA
334
OneDigital Investment Advisors
Kansas
$395K +$21.6K +2,034 +6%
PAM
335
Peak Asset Management
Colorado
$391K +$88.6K +8,334 +29%
SG
336
StoneX Group
New York
$390K -$93.6K -8,808 -19%
BJL
337
Brighton Jones LLC
Washington
$389K +$1.79K +168 +0.5%
EWM
338
Evercore Wealth Management
New York
$387K – – –
ECM
339
Ensemble Capital Management
California
$382K -$10.7K -1,002 -3%
MCP
340
Mirador Capital Partners
California
$380K -$12.8K -1,206 -3%
PSF
341
Pacific Sun Financial
California
$380K +$380K +35,754 New
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$379K +$379K +35,700 New
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$375K +$76.8K +7,230 +26%
WPW
344
Waldron Private Wealth
Pennsylvania
$369K +$369K +34,746 New
FF
345
Friedenthal Financial
New Jersey
$367K +$136K +12,738 +59%
DSC
346
Duncker Streett & Co
Missouri
$366K +$93.6K +8,808 +34%
SS
347
Simplicity Solutions
Minnesota
$366K +$366K +34,440 New
EHPM
348
Emery Howard Portfolio Management
California
$363K -$19.2K -1,812 -5%
NIM
349
Nicollet Investment Management
Minnesota
$359K +$359K +33,792 New
Comerica Bank
350
Comerica Bank
Texas
$356K – – –
12 13
14
15 16