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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

361 hedge funds and large institutions have $4.11B invested in Schwab US Large- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 185 increasing their positions, 95 reducing their positions, and 13 closing their positions.

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
9.01%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.52%
New
40
Increased
185
Reduced
95
Closed
13
Calls
$854K
Puts
–
Net Calls
+$854K
Net Calls Change
+$216K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.63B
2
AB
2
AT Bancorp
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
AssetMark Inc
4
AssetMark Inc
California
$16.4M
5
FMP
5
Financial Management Professionals
Texas
$29.7M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$7.02M
2
CCA
2
Cobblestone Capital Advisors
New York
$37.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$353K
4
UBS AM
4
UBS AM
Illinois
$18.7M
5
PFC
5
Phocas Financial Corp
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$20M 346,120 +8,107 +2%
UBS AM
27
UBS AM
Illinois
$18.7M 324,562 -111,783 -26%
WA
28
WealthTrust-Arizona
Arizona
$18.4M 319,036 +3,804 +1%
BMM
29
Buffington Mohr McNeal
Idaho
$17.8M 307,295 +3,362 +1%
FC
30
Financial Consulate
Maryland
$17.5M 303,457 +16,785 +6%
RWM
31
RKL Wealth Management
Pennsylvania
$17.5M 301,993 +65,766 +28%
ML
32
McAdam LLC
Pennsylvania
$16.8M 290,740 +31,223 +12%
MI
33
Moneywise Inc
Virginia
$16.8M 290,554 +8,258 +3%
BSB
34
Bangor Savings Bank
Maine
$16.7M 289,858 +11,549 +4%
TAT
35
TD Ameritrade Trust
Colorado
$16.7M 335,095 -54,848 -14%
AssetMark Inc
36
AssetMark Inc
California
$16.4M 284,582 +284,582 New
SHJ
37
Sharkey, Howes & Javer
Colorado
$16.3M 282,205 -14,083 -5%
TIM
38
Total Investment Management
Arizona
$16.3M 281,781 -1,483 -0.5%
PFM
39
Parsec Financial Management
North Carolina
$16.1M 277,938 -39,888 -13%
SFA
40
Sequoia Financial Advisors
Ohio
$15.2M 262,913 +7,470 +3%
Jane Street
41
Jane Street
New York
$15.2M 262,552 +102,949 +65%
LIM
42
Leavell Investment Management
Alabama
$14.1M 244,530 +19,290 +9%
BWA
43
BlueSky Wealth Advisors
North Carolina
$14.1M 243,391 +4,691 +2%
K
44
Kemper
Illinois
$13.8M 238,532 – –
BA
45
Bristlecone Advisors
Washington
$13.4M 231,968 +3,235 +1%
JIC
46
Johnson Investment Counsel
Ohio
$13.1M 227,590 +52,277 +30%
PAG
47
Pinnacle Advisory Group
Maryland
$12.5M 217,193 +44,459 +26%
AIM
48
AMI Investment Management
Indiana
$12.4M 213,801 -13,325 -6%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$11.9M 206,105 +14,617 +8%
AA
50
Ancora Advisors
Ohio
$11.9M 205,839 +61,602 +43%
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