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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 %
VCM
426
Vigilant Capital Management
Maine
$40K +$40K +3,720 New
LC
427
Landaas & Company
Wisconsin
$38K – – –
APSP
428
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K +$129 +12 +0.3%
AFNAS
429
American Financial Network Advisory Services
California
$36K -$50.6K -4,710 -58%
RCA
430
Rowland Carmichael Advisors
Arizona
$36K – – –
SIM
431
Sonora Investment Management
Arizona
$32.7K +$31.5K +2,958 +2,465%
ST
432
Smithfield Trust
Pennsylvania
$32K – – –
CTC
433
Central Trust Company
Missouri
$32K +$32K +3,012 New
PCA
434
Providence Capital Advisors
North Carolina
$24K +$24K +2,250 New
NR
435
Newfound Research
Massachusetts
$22K +$126 +12 +0.6%
GF
436
Goodman Financial
Texas
$20K +$20K +1,890 New
EWM
437
Edge Wealth Management
New York
$19K – – –
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
BFEC
439
Benjamin F. Edwards & Company
Missouri
$18K +$5.8K +534 +48%
LCM
440
Liberty Capital Management
Michigan
$15K – – –
IWM
441
IHT Wealth Management
Illinois
$14K – – –
AWM
442
AllSquare Wealth Management
New York
$14K +$14K +1,320 New
BWM
443
Baystate Wealth Management
Massachusetts
$11K – – –
HCM
444
Horrell Capital Management
Arkansas
$6K – – –
CG
445
Cutler Group
California
$6K +$6K +600 New
Chevy Chase Trust
446
Chevy Chase Trust
Maryland
$5K -$900 -108 -15%
GEA
447
Glen Eagle Advisors
New Jersey
$1.66K +$1.66K +156 New
CFA
448
Carroll Financial Associates
North Carolina
$1K – – –
FA
449
Fagan Associates
New York
$209 +$209 +19,674 New
PFA
450
Pinnacle Family Advisors
Missouri
– -$1.68M -167,718 Closed
15 16 17
18
19