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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 %
WTC
351
WhitTier Trust Company
Nevada
$55K – – –
Citigroup
352
Citigroup
New York
$53K -$27.8K -2,796 -34%
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$52K +$52K +4,926 New
LC
354
Landaas & Company
Wisconsin
$36K +$36K +3,606 New
APSP
355
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K +$179 +18 +0.5%
HNB
356
Huntington National Bank
Ohio
$34K -$32K – –
RCA
357
Rowland Carmichael Advisors
Arizona
$34K – – –
ABFS
358
Appropriate Balance Financial Services
Washington
$31.3K +$1.73K +624 +6%
ST
359
Smithfield Trust
Pennsylvania
$30K – – –
VFA
360
Valeo Financial Advisors
Indiana
$30K +$30K +2,952 New
GRP
361
Global Retirement Partners
California
$30K +$30K +3,006 New
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$22K +$22K +2,172 New
NR
363
Newfound Research
Massachusetts
$21K -$968 -96 -4%
EWM
364
Edge Wealth Management
New York
$18K – – –
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$17K -$55.4K -5,376 -77%
LCM
366
Liberty Capital Management
Michigan
$14K – – –
RFM
367
Royal Fund Management
Florida
$14K +$14K +1,494 New
IWM
368
IHT Wealth Management
Illinois
$13K -$41.5K -4,152 -76%
CIM
369
Contravisory Investment Management
Massachusetts
$13K +$13K +1,290 New
BFEC
370
Benjamin F. Edwards & Company
Missouri
$11K +$8.06K +822 +274%
BWM
371
Baystate Wealth Management
Massachusetts
$10K – – –
SPIA
372
Steward Partners Investment Advisory
New York
$9K – – –
Chevy Chase Trust
373
Chevy Chase Trust
Maryland
$7K – – –
HCM
374
Horrell Capital Management
Arkansas
$6K -$2.14K -216 -26%
PFC
375
Phocas Financial Corp
California
$5K -$5.31M – –
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