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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 %
SIM
376
Sonora Investment Management
Arizona
$1.2K 120 – –
YMRC
377
Yorktown Management & Research Company
Virginia
– – -360,000 Closed
Goldman Sachs
378
Goldman Sachs
New York
– – -294,060 Closed
3C
379
361 Capital
Colorado
– – -88,944 Closed
SFG
380
SNS Financial Group
Minnesota
– – -79,812 Closed
LRPA
381
L. Roy Papp & Associates
Arizona
– – -62,646 Closed
TA
382
Tiedemann Advisors
New York
– – -61,542 Closed
CWM
383
Concert Wealth Management
California
– – -54,144 Closed
FIM
384
Frontier Investment Management
Texas
– – -41,274 Closed
LNWWM
385
Laird Norton Wetherby Wealth Management
California
– – -36,816 Closed
CCMW
386
Cypress Capital Management (Wyoming)
Wyoming
– – -29,010 Closed
Wolverine Trading
387
Wolverine Trading
Illinois
– – -23,718 Closed
FCAG
388
First Capital Advisors Group
New Jersey
– – -23,496 Closed
BCIM
389
Bishop & Co Investment Management
Pennsylvania
– – -23,094 Closed
LJAC
390
L.J. Altfest & Co
New York
– – -21,522 Closed
AF
391
Allworth Financial
California
$0 6 -10,278 -100%
SF
392
Synovus Financial
Georgia
– – -8,484 Closed
MDCM
393
Morgan Dempsey Capital Management
Wisconsin
– – -2,652 Closed
YWP
394
YorkBridge Wealth Partners
New York
– – -1,500 Closed
ACM
395
AlphaStar Capital Management
North Carolina
– – -1,494 Closed
BBHC
396
Brown Brothers Harriman & Co
New York
– – -816 Closed
NCM
397
New Capital Management
Texas
– – -750 Closed
PFO
398
Pathstone Family Office
New Jersey
– – -450 Closed
DOA
399
D'Orazio & Associates
Virginia
– – -282 Closed
MIM
400
Macroview Investment Management
Maryland
– – -90 Closed
13 14 15
16
17