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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.

New
Increased
Maintained
Reduced
Closed
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 %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$13.1M +$4.07M +406,632 +45%
KBFS
52
Kohmann Bosshard Financial Services
Ohio
$13M +$13M +1,302,198 New
PFG
53
Piershale Financial Group
Illinois
$13M +$13M +1,294,980 New
FC
54
Financial Consulate
Maryland
$12.8M -$5.38M -537,558 -30%
BPM
55
Bowling Portfolio Management
Ohio
$12.6M +$416K +41,622 +3%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$12.4M +$39.9K +3,984 +0.3%
Ameriprise
57
Ameriprise
Minnesota
$12.3M +$544K +54,390 +5%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$12.1M +$1.82M +181,380 +18%
SWA
59
Sutton Wealth Advisors
Florida
$12.1M +$609K +60,876 +5%
Wells Fargo
60
Wells Fargo
California
$11.8M +$125K +12,450 +1%
IWMA
61
Ironwood Wealth Management (Arizona)
Arizona
$11.3M +$11.3M +1,129,356 New
VAS
62
Valicenti Advisory Services
New York
$11M +$268K +26,784 +2%
SI
63
SII Investments
Wisconsin
$10.5M +$687K +68,658 +7%
SJIM
64
St. Johns Investment Management
Florida
$10.4M -$46.9K -4,686 -0.4%
HighTower Advisors
65
HighTower Advisors
Illinois
$10.3M +$423K +42,210 +4%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$10.2M +$4.85M +485,064 +91%
DP
67
Denver PWM
Colorado
$9.87M +$9.87M +956,424 New
CCM
68
CWH Capital Management
Washington
$9.41M +$2.12M +211,470 +29%
Mariner
69
Mariner
Kansas
$9.4M -$50.6K -5,058 -0.5%
AL
70
Aspiriant LLC
California
$9.28M -$2.56M -255,606 -22%
EWM
71
Empirical Wealth Management
Washington
$9.1M -$71.2K -7,116 -0.8%
LPL Financial
72
LPL Financial
California
$8.63M -$701K -70,062 -8%
ADL
73
Asset Dedication LLC
California
$8.55M +$86.2K +8,634 +1%
Morgan Stanley
74
Morgan Stanley
New York
$7.55M +$362K +36,162 +5%
MFS
75
Monetta Financial Services
Illinois
$7.21M – – –
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3
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