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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BPM
51
Bowling Portfolio Management
Ohio
$11.7M -$605K -62,832 -5%
CWM
52
Cabot Wealth Management
Massachusetts
$11.7M +$978K +101,628 +9%
AL
53
Aspiriant LLC
California
$11.4M -$1.14M -117,918 -9%
Wells Fargo
54
Wells Fargo
California
$11.3M +$1.17M +121,632 +12%
Ameriprise
55
Ameriprise
Minnesota
$11.3M +$1.34M +140,442 +14%
SWA
56
Sutton Wealth Advisors
Florida
$11M +$632K +65,670 +6%
VAS
57
Valicenti Advisory Services
New York
$10.3M +$193K +20,022 +2%
SJIM
58
St. Johns Investment Management
Florida
$10.1M +$397K +41,190 +4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$9.93M +$6.28M +652,008 +172%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$9.92M +$2.74M +284,682 +38%
TCM
61
Tradewinds Capital Management
Washington
$9.66M +$9.46M +982,344 +4,732%
HighTower Advisors
62
HighTower Advisors
Illinois
$9.53M +$408K +42,432 +4%
SI
63
SII Investments
Wisconsin
$9.43M -$2.32M -240,774 -20%
Mariner
64
Mariner
Kansas
$9.09M +$538K +55,926 +6%
LPL Financial
65
LPL Financial
California
$8.97M +$526K +54,642 +6%
EWM
66
Empirical Wealth Management
Washington
$8.83M -$1.07M -111,558 -11%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$8.7M +$3M +311,484 +53%
ADL
68
Asset Dedication LLC
California
$8.16M -$653K -67,812 -7%
CCM
69
CWH Capital Management
Washington
$7.02M -$14.4M -1,494,900 -67%
MFS
70
Monetta Financial Services
Illinois
$6.93M – – –
Morgan Stanley
71
Morgan Stanley
New York
$6.92M -$143K -14,844 -2%
OWM
72
Orgel Wealth Management
Wisconsin
$6.85M -$5.78K -600 -0.1%
CG
73
Colony Group
Massachusetts
$6.58M +$798K +82,914 +14%
SFS
74
Strategic Financial Services
New York
$6.3M +$537K +55,806 +9%
PP
75
PagnatoKarp Partners
Virginia
$6.06M -$5M -518,844 -45%
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