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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 %
STMM
351
South Texas Money Management
Texas
$349K +$9.45K +888 +3%
HIC
352
Holderness Investments Company
North Carolina
$347K -$21.6K -2,028 -6%
GIA
353
GHP Investment Advisors
Colorado
$347K +$45.2K +4,242 +15%
OC
354
Oppenheimer & Co
New York
$345K +$345K +32,448 New
CG
355
Caprock Group
Idaho
$339K -$4.98K -450 -1%
HIC
356
Hartline Investment Corp
Illinois
$338K -$2.04K -192 -0.6%
OCM
357
One Capital Management
California
$337K -$3.51K -330 -1%
NCM
358
Novare Capital Management
North Carolina
$334K -$11K -1,032 -3%
IC
359
InterOcean Capital
Illinois
$315K – – –
AIA
360
Armor Investment Advisors
North Carolina
$307K – – –
BFC
361
Bedel Financial Consulting
Indiana
$304K +$304K +28,554 New
H
362
HoyleCohen
California
$303K +$303K +28,518 New
SCM
363
SOL Capital Management
Maryland
$301K -$31.9K -3,000 -10%
FANJ
364
Financial Architects (New Jersey)
New Jersey
$300K +$85.3K +8,016 +40%
DAS
365
Dynamic Advisor Solutions
Arizona
$294K +$294K +27,642 New
SIC
366
Shoker Investment Counsel
Ohio
$293K +$11.3K +1,062 +4%
Wolverine Trading
367
Wolverine Trading
Illinois
$286K +$286K +26,886 New
SEI Investments
368
SEI Investments
Pennsylvania
$282K +$282K +26,610 New
CFG
369
Citizens Financial Group
Rhode Island
$281K +$281K +26,436 New
CWM
370
Confluence Wealth Management
Oregon
$278K +$7.33K +690 +3%
DIA
371
Davidson Investment Advisors
Montana
$274K +$43.8K +4,110 +19%
SPC
372
Stewart & Patten Company
California
$265K +$1.08K +102 +0.4%
PWW
373
Pettyjohn Wood & White
Virginia
$261K +$261K +24,576 New
MCM
374
Maryland Capital Management
Maryland
$255K +$255K +23,982 New
ASN
375
Advisory Services Network
Georgia
$252K +$14K +1,320 +6%
13 14
15
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