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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

340 hedge funds and large institutions have $3.63B invested in Schwab US Large- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 176 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+18
Holders Change %
+5.59%
% of All Funds
8.48%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.55%
New
38
Increased
176
Reduced
94
Closed
18
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
+$72K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.38B
2
UBS AM
2
UBS AM
Illinois
$24.6M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$21.9M
4
Charles Schwab
4
Charles Schwab
California
$123M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$16.7M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$15.9M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
DWM
3
Destination Wealth Management
California
$5.87M
4
Jane Street
4
Jane Street
New York
$8.98M
5
AFS
5
Access Financial Services
Minnesota
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$19M 338,344 +45,637 +16%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$19M 338,013 +10,325 +3%
PFM
28
Parsec Financial Management
North Carolina
$17.9M 317,826 -10,182 -3%
WA
29
WealthTrust-Arizona
Arizona
$17.7M 315,232 +14,442 +5%
FMP
30
Financial Management Professionals
Texas
$17.4M 310,132 -16,766 -5%
BC
31
Brinker Capital
Pennsylvania
$17.4M 309,897 +157,816 +104%
BMM
32
Buffington Mohr McNeal
Idaho
$17.1M 303,933 -5,087 -2%
SHJ
33
Sharkey, Howes & Javer
Colorado
$16.7M 296,288 +278,919 +1,606%
FC
34
Financial Consulate
Maryland
$16.1M 286,672 -4,078 -1%
TIM
35
Total Investment Management
Arizona
$15.9M 283,264 -491,217 -63%
MI
36
Moneywise Inc
Virginia
$15.9M 282,296 +9,250 +3%
BSB
37
Bangor Savings Bank
Maine
$15.7M 278,309 +28,971 +12%
ML
38
McAdam LLC
Pennsylvania
$14.6M 259,517 +4,190 +2%
SFA
39
Sequoia Financial Advisors
Ohio
$14.4M 255,443 +42,322 +20%
BWA
40
BlueSky Wealth Advisors
North Carolina
$13.4M 238,700 +4,410 +2%
K
41
Kemper
Illinois
$13.4M 238,532 +46,252 +24%
RWM
42
RKL Wealth Management
Pennsylvania
$13.3M 236,227 +41,714 +21%
BA
43
Bristlecone Advisors
Washington
$12.9M 228,733 +6,034 +3%
AIM
44
AMI Investment Management
Indiana
$12.8M 227,126 -7,143 -3%
LIM
45
Leavell Investment Management
Alabama
$12.7M 225,240 -60,157 -21%
AL
46
Aspiriant LLC
California
$12.2M 216,847 -1,010 -0.5%
BPM
47
Bowling Portfolio Management
Ohio
$12M 213,386 -29,890 -12%
KKAMG
48
Kernodle & Katon Asset Management Group
Arkansas
$11.5M 203,725 -14,349 -7%
SI
49
SII Investments
Wisconsin
$11.4M 203,315 +7,545 +4%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$10.8M 191,488 -29,394 -13%
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