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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 %
SFS
76
Strategic Financial Services
New York
$5.62M 99,795 +17,890 +22%
MWM
77
MinichMacGregor Wealth Management
New York
$5.56M 98,862 +1,946 +2%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$5.55M 98,615 +94,249 +2,159%
BFG
79
Bouchey Financial Group
New York
$5.52M 98,053 -39,437 -29%
SBL
80
Sargent Bickham Lagudis
Colorado
$5.49M 97,597 +5,999 +7%
US Bancorp
81
US Bancorp
Minnesota
$5.3M 94,195 +19,458 +26%
WAM
82
Watermark Asset Management
California
$5.29M 94,082 +94,082 New
PFC
83
Phocas Financial Corp
California
$5.26M 93,385 -240 -0.3%
NIC
84
Northwest Investment Counselors
Oregon
$5.15M 91,484 +368 +0.4%
SIC
85
Salem Investment Counselors
North Carolina
$5.05M 90,153 +2,947 +3%
EA
86
Edge Advisors
Georgia
$4.98M 88,452 +242 +0.3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4.96M 88,144 +57 +0.1%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$4.67M 82,967 -1,266 -2%
LWA
89
Lenox Wealth Advisors
New York
$4.5M 79,909 +230 +0.3%
AA
90
Alesco Advisors
New York
$4.4M 78,153 +4,357 +6%
LJAC
91
L.J. Altfest & Co
New York
$4.19M 74,434 +74,434 New
VCAM
92
Van Cleef Asset Management
Ohio
$4.14M 73,480 +2,766 +4%
IAS
93
IMA Advisory Services
Colorado
$4.12M 73,234 +57,615 +369%
AWM
94
Avior Wealth Management
Nebraska
$4.02M 71,357 +1,283 +2%
NC
95
NewSquare Capital
Pennsylvania
$3.96M 70,431 +7,846 +13%
MWP
96
MYCIO Wealth Partners
Pennsylvania
$3.9M 69,337 -1,346 -2%
MCM
97
Mitchell Capital Management
Kansas
$3.86M 68,515 +39,817 +139%
HCM
98
Hengehold Capital Management
Ohio
$3.77M 66,958 +2,672 +4%
BWM
99
BerganKDV Wealth Management
Minnesota
$3.75M 66,582 +12,881 +24%
BFPW
100
BOK Financial Private Wealth
Colorado
$3.72M 66,153 -6,125 -8%
2 3
4
5 6