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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.

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
PEA
3
Pacific Edge Advisors
California
$34M
4
SWA
4
SFMG Wealth Advisors
Texas
$76.8M
5
AAMA
5
Advanced Asset Management Advisors
Ohio
$25.6M

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 Market Value Shares Shares
Change 		Shares
Change %
TRCT
451
Tower Research Capital (TRC)
New York
– – -25,778 Closed
SIA
452
Starfire Investment Advisers
Michigan
– – -19,312 Closed
HIIFS
453
Harel Insurance Investments & Financial Services
Israel
– – -18,440 Closed
WOC
454
West Oak Capital
California
– – -14,104 Closed
SG Americas Securities
455
SG Americas Securities
New York
– – -6,994 Closed
SMC
456
Smith, Moore & Co
Missouri
– – -6,695 Closed
ICOA
457
Investment Centers of America
North Dakota
– – -6,172 Closed
MC
458
Middleton & Co
Massachusetts
– – -6,000 Closed
TYCC
459
Texas Yale Capital Corp
Florida
– – -4,920 Closed
VF
460
Virtu Financial
New York
– – -3,868 Closed
PP
461
Patten & Patten
Tennessee
– – -3,673 Closed
AIS
462
Accurate Investment Solutions
Pennsylvania
– – -2,327 Closed
GBBWRPM
463
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – -2,079 Closed
BF
464
BOK Financial
Oklahoma
– – -1,094 Closed
Thrivent Financial for Lutherans
465
Thrivent Financial for Lutherans
Minnesota
– – -362 Closed
RFM
466
Royal Fund Management
Florida
– – -249 Closed
BCI
467
Brinker Capital Investments
Pennsylvania
– – -5 Closed
HNB
468
Huntington National Bank
Ohio
– – – –
AF
469
Allworth Financial
California
$0 1 – –
WA
470
Waverly Advisors
Alabama
– – – –
Parallax Volatility Advisers
471
Parallax Volatility Advisers
California
$0 1 – –
ME
472
McIlrath & Eck
Washington
$0 3 +3 New
15 16 17 18
19