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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 %
BWA
376
Burt Wealth Advisors
Maryland
$251K – – –
MWP
377
Moller Wealth Partners
$247K -$6.45K -606 -3%
PO
378
Private Ocean
California
$246K +$246K +23,136 New
PMG
379
ProVise Management Group
Florida
$241K -$2.15M -203,220 -90%
Brown Advisory
380
Brown Advisory
Maryland
$240K +$1.85K +174 +0.8%
AWM
381
Arbor Wealth Management
Florida
$233K – – –
CRC
382
Curi RMB Capital
Illinois
$232K +$232K +21,810 New
PIM
383
Penobscot Investment Management
Massachusetts
$230K +$6.83K +642 +3%
NL
384
NWAM LLC
Washington
$226K +$255 +24 +0.1%
PCM
385
Palouse Capital Management
Washington
$220K -$9K -846 -4%
BW
386
Bison Wealth
Georgia
$219K +$219K +20,640 New
WC
387
Whitney & Co
New York
$216K +$216K +20,310 New
HWA
388
Heritage Wealth Advisors
Virginia
$215K +$442 +42 +0.2%
Susquehanna International Group
389
Susquehanna International Group
Pennsylvania
$214K -$1.68M -157,878 -89%
MFW
390
Meristem Family Wealth
Minnesota
$214K +$214K +20,118 New
ACP
391
Arcus Capital Partners
Georgia
$205K +$205K +19,248 New
GI
392
GS Investments
Minnesota
$204K +$49.9K +4,698 +32%
FCAG
393
First Capital Advisors Group
New Jersey
$203K +$203K +19,062 New
HB
394
Homrich & Berg
Georgia
$203K +$203K +19,122 New
FM
395
Foster & Motley
Ohio
$202K -$236K -22,158 -54%
RFA
396
Reilly Financial Advisors
California
$186K -$6.37K -600 -3%
CDIA
397
Capital Directions Investment Advisors
Georgia
$184K +$15.9K +1,494 +9%
PRS
398
Pinkerton Retirement Specialists
Idaho
$160K +$160K +14,928 New
GWM
399
Geneos Wealth Management
Colorado
$148K +$12.4K +1,170 +9%
SSB
400
Sandy Spring Bank
Maryland
$129K – – –
14 15
16
17 18