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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 %
PP
51
PagnatoKarp Partners
Virginia
$10.8M 191,418 -17,382 -8%
CWM
52
Cabot Wealth Management
Massachusetts
$10.4M 185,041 +19,417 +12%
SWA
53
Sutton Wealth Advisors
Florida
$10.1M 180,326 +17,075 +10%
JIC
54
Johnson Investment Counsel
Ohio
$9.86M 175,313 +64,814 +59%
VAS
55
Valicenti Advisory Services
New York
$9.86M 175,250 +31,354 +22%
Wells Fargo
56
Wells Fargo
California
$9.84M 174,889 -17,023 -9%
PAG
57
Pinnacle Advisory Group
Maryland
$9.72M 172,734 +74,458 +76%
Ameriprise
58
Ameriprise
Minnesota
$9.71M 172,857 +15,984 +10%
EWM
59
Empirical Wealth Management
Washington
$9.64M 171,349 -23,923 -12%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$9.63M 171,092 +2,415 +1%
SJIM
61
St. Johns Investment Management
Florida
$9.42M 167,349 +12,800 +8%
Jane Street
62
Jane Street
New York
$8.98M 159,603 -69,962 -30%
HighTower Advisors
63
HighTower Advisors
Illinois
$8.9M 157,975 +20,822 +15%
ADL
64
Asset Dedication LLC
California
$8.6M 152,597 +34,842 +30%
Mariner
65
Mariner
Kansas
$8.33M 147,995 +13,322 +10%
LPL Financial
66
LPL Financial
California
$8.22M 146,223 +11,743 +9%
AA
67
Ancora Advisors
Ohio
$8.12M 144,237 +18,198 +14%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$7M 124,315 +50,412 +68%
Morgan Stanley
69
Morgan Stanley
New York
$6.87M 122,156 +28,500 +30%
SG Americas Securities
70
SG Americas Securities
New York
$6.86M 121,911 +89,455 +276%
MFS
71
Monetta Financial Services
Illinois
$6.75M 120,000 – –
OWM
72
Orgel Wealth Management
Wisconsin
$6.68M 118,670 – –
DPA
73
Delphi Private Advisors
California
$5.96M 105,894 -4,246 -4%
DWM
74
Destination Wealth Management
California
$5.87M 104,382 -78,961 -43%
CG
75
Colony Group
Massachusetts
$5.63M 100,057 +94,086 +1,576%
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