SCHX icon

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 %
MAG
51
Mokosak Advisory Group
Iowa
$16.3M 255,914 +255,914 New
JIC
52
Johnson Investment Counsel
Ohio
$15.9M 249,357 +3,099 +1%
LIM
53
Leavell Investment Management
Alabama
$15.8M 247,689 -651 -0.3%
SFA
54
Sequoia Financial Advisors
Ohio
$15.7M 246,903 -20,235 -8%
BA
55
Bristlecone Advisors
Washington
$15.5M 243,611 +264 +0.1%
K
56
Kemper
Illinois
$15.2M 238,368 – –
FC
57
Financial Consulate
Maryland
$14.7M 229,917 +16,053 +8%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$14.5M 226,903 +9,870 +5%
BO
59
BRR OpCo
Ohio
$14.4M 225,242 -20,178 -8%
CWM
60
Cabot Wealth Management
Massachusetts
$14.3M 223,983 +211 +0.1%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$14M 219,022 +17,030 +8%
Ameriprise
62
Ameriprise
Minnesota
$13.8M 217,128 +11,799 +6%
BPM
63
Bowling Portfolio Management
Ohio
$13.7M 214,946 +5,095 +2%
AIM
64
AMI Investment Management
Indiana
$13.4M 209,965 -8,621 -4%
SHJ
65
Sharkey, Howes & Javer
Colorado
$13.3M 209,186 -86,419 -29%
FAIM
66
Financial Advocates Investment Management
Washington
$13.2M 206,941 +206,941 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$13.2M 206,935 +166 +0.1%
SWA
68
Sutton Wealth Advisors
Florida
$13.1M 205,909 +4,492 +2%
MWA
69
MFA Wealth Advisors
Pennsylvania
$12.7M 188,652 +188,652 New
Wells Fargo
70
Wells Fargo
California
$12.3M 193,400 -3,836 -2%
VAS
71
Valicenti Advisory Services
New York
$11.9M 186,381 +3,330 +2%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$11.4M 179,237 +134,406 +300%
SJIM
73
St. Johns Investment Management
Florida
$11.2M 175,395 +1,962 +1%
HighTower Advisors
74
HighTower Advisors
Illinois
$10.7M 168,426 -3,656 -2%
Mariner
75
Mariner
Kansas
$10.7M 167,777 +11,304 +7%
1 2
3
4 5