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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

378 hedge funds and large institutions have $4.82B invested in Schwab US Large- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 101 reducing their positions, and 23 closing their positions.

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
9.44%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.65%
New
41
Increased
196
Reduced
101
Closed
23
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
-$354K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B
2
AssetMark Inc
2
AssetMark Inc
California
$108M
3
FMP
3
Financial Management Professionals
Texas
$76.4M
4
Charles Schwab
4
Charles Schwab
California
$193M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$49.5M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$329K
2
Jane Street
2
Jane Street
New York
$7.03M
3
Creative Planning
3
Creative Planning
Kansas
$85.1M
4
FC
4
Financial Consulate
Maryland
$12.8M
5
PFC
5
Phocas Financial Corp
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
26
Access Financial Services
Minnesota
$22.1M -$640K -63,990 -3%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$20.8M +$11.2K +1,116 +0.1%
RWM
28
RKL Wealth Management
Pennsylvania
$20M +$1.89M +188,700 +10%
ML
29
McAdam LLC
Pennsylvania
$19.3M +$1.87M +187,278 +11%
UBS AM
30
UBS AM
Illinois
$18.9M -$550K -54,972 -3%
BSB
31
Bangor Savings Bank
Maine
$18.8M +$1.41M +141,054 +8%
WA
32
WealthTrust-Arizona
Arizona
$18.7M -$449K -44,856 -2%
BMM
33
Buffington Mohr McNeal
Idaho
$18M -$898K -87,552 -5%
MI
34
Moneywise Inc
Virginia
$18M +$544K +54,342 +3%
SHJ
35
Sharkey, Howes & Javer
Colorado
$18M +$815K +80,400 +5%
TIM
36
Total Investment Management
Arizona
$17.8M +$917K +91,596 +5%
JFG
37
JMG Financial Group
Illinois
$17.8M -$3.69M -368,592 -17%
PFM
38
Parsec Financial Management
North Carolina
$16.1M -$628K -62,796 -4%
SFA
39
Sequoia Financial Advisors
Ohio
$16M +$254K +25,350 +2%
BWA
40
BlueSky Wealth Advisors
North Carolina
$16M +$1.4M +140,244 +10%
LIM
41
Leavell Investment Management
Alabama
$14.9M +$229K +22,860 +2%
JIC
42
Johnson Investment Counsel
Ohio
$14.8M +$1.12M +112,008 +8%
BO
43
BRR OpCo
Ohio
$14.7M +$12.1M +1,214,064 +470%
BA
44
Bristlecone Advisors
Washington
$14.6M +$683K +68,274 +5%
PAG
45
Pinnacle Advisory Group
Maryland
$14.6M +$1.55M +154,938 +12%
K
46
Kemper
Illinois
$14.3M -$9.85K -984 -0.1%
AA
47
Ancora Advisors
Ohio
$14.3M +$1.89M +189,336 +15%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$3.21M +320,478 +31%
CWM
49
Cabot Wealth Management
Massachusetts
$13.4M +$1.31M +130,758 +11%
AIM
50
AMI Investment Management
Indiana
$13.1M +$287K +28,710 +2%
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