SCHX icon

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 %
RCG
401
Ruggie Capital Group
Florida
$126K +$638 +60 +0.5%
M
402
MOTCO
Texas
$126K +$126K +11,820 New
SWP
403
Strategic Wealth Partners
Ohio
$116K +$116K +11,208 New
VFA
404
Valeo Financial Advisors
Indiana
$115K +$83.5K +7,824 +265%
WWM
405
Wagner Wealth Management
South Carolina
$115K +$115K +13,188 New
WCG
406
Wall Capital Group
Arizona
$114K – – –
PFA
407
Pathway Financial Advisors
Vermont
$106K +$106K +10,014 New
PFBT
408
Parkside Financial Bank & Trust
Missouri
$91K – – –
Citigroup
409
Citigroup
New York
$85K +$28.3K +2,658 +50%
LFA
410
Legacy Financial Advisors
Kentucky
$85K +$85K +8,046 New
CCMW
411
Cypress Capital Management (Wyoming)
Wyoming
$83K +$83K +7,770 New
PG
412
Patten Group
Tennessee
$75K -$54.6K -5,106 -42%
FAAS
413
First Allied Advisory Services
California
$75K +$75K +7,020 New
PMFA
414
Plante Moran Financial Advisors
Michigan
$71K – – –
KJWM
415
Kiley Juergens Wealth Management
Washington
$70K +$70K +6,606 New
GRP
416
Global Retirement Partners
California
$66K +$34K +3,192 +106%
PCP
417
Proficio Capital Partners
Massachusetts
$64K – – –
POIA
418
Pin Oak Investment Advisors
Texas
$64K +$64K +6,000 New
CPIG
419
Chicago Partners Investment Group
Illinois
$63K +$129 +12 +0.2%
SPIA
420
Steward Partners Investment Advisory
New York
$60K +$50.5K +4,800 +530%
HR
421
Howe & Rusling
New York
$59K -$4.29K -402 -7%
WA
422
Winfield Associates
Ohio
$59K – – –
WTC
423
WhitTier Trust Company
Nevada
$58K – – –
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$52K – – –
AWA
425
Acorn Wealth Advisors
Michigan
$47K +$47K +4,332 New
15 16
17
18 19