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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 %
RWM
26
RKL Wealth Management
Pennsylvania
$25.7M 402,724 +69,281 +21%
AAMA
27
Advanced Asset Management Advisors
Ohio
$25.6M 401,700 +401,700 New
CMP
28
Courage Miller Partners
Virginia
$24.8M 389,513 +4,557 +1%
ACG
29
Allen Capital Group
Nebraska
$24.7M 387,886 +387,886 New
PFG
30
Piershale Financial Group
Illinois
$24.5M 384,226 +168,396 +78%
AFS
31
Access Financial Services
Minnesota
$23.5M 368,306 +710 +0.2%
WCWM
32
Wooster Corthell Wealth Management
Connecticut
$22.2M 347,931 +1,625 +0.5%
AIA
33
Arcadia Investment Advisors
Idaho
$21.4M 335,737 +335,737 New
BSB
34
Bangor Savings Bank
Maine
$20.4M 320,115 +6,748 +2%
UBS AM
35
UBS AM
Illinois
$19.8M 310,456 -4,944 -2%
WA
36
WealthTrust-Arizona
Arizona
$19.4M 303,764 -7,796 -3%
ML
37
McAdam LLC
Pennsylvania
$19.3M 321,953 – –
MI
38
Moneywise Inc
Virginia
$19.3M 301,937 +2,326 +0.8%
DDPOM
39
Delta Dental Plan of Michigan
Michigan
$18.9M 302,695 +302,695 New
BMM
40
Buffington Mohr McNeal
Idaho
$18.8M 294,693 +1,990 +0.7%
JFG
41
JMG Financial Group
Illinois
$18.5M 290,607 -5,979 -2%
TIM
42
Total Investment Management
Arizona
$18.1M 284,424 -12,623 -4%
BWA
43
BlueSky Wealth Advisors
North Carolina
$18.1M 284,124 +17,359 +7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.1M 284,009 +65,708 +30%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 268,224 +42,911 +19%
RRC
46
Relaxing Retirement Coach
Massachusetts
$17.1M 267,457 +267,457 New
AA
47
Ancora Advisors
Ohio
$16.7M 261,155 +23,760 +10%
PFM
48
Parsec Financial Management
North Carolina
$16.5M 259,401 -8,071 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$16.5M 259,205 +89,878 +53%
PAG
50
Pinnacle Advisory Group
Maryland
$16.5M 258,408 +15,392 +6%
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