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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.

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 Market Value Shares Shares
Change 		Shares
Change %
DPA
76
Delphi Private Advisors
California
$6.04M 627,258 -8,106 -1%
DWM
77
Destination Wealth Management
California
$5.91M 613,254 -13,038 -2%
MWM
78
MinichMacGregor Wealth Management
New York
$5.84M 606,150 +12,978 +2%
MML Investors Services
79
MML Investors Services
Massachusetts
$5.73M 595,044 +595,044 New
BFG
80
Bouchey Financial Group
New York
$5.69M 590,838 +2,520 +0.4%
WAM
81
Watermark Asset Management
California
$5.68M 589,398 +24,906 +4%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.46M 567,402 +38,538 +7%
NIC
83
Northwest Investment Counselors
Oregon
$5.35M 555,552 +6,648 +1%
PFC
84
Phocas Financial Corp
California
– – -560,310 Closed
LWA
85
Lenox Wealth Advisors
New York
$5.19M 539,106 +59,652 +12%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.11M 530,898 +33,096 +7%
IAS
87
IMA Advisory Services
Colorado
$5.03M 522,636 +83,232 +19%
Bank of America
88
Bank of America
North Carolina
$4.87M 505,914 +148,920 +42%
EA
89
Edge Advisors
Georgia
$4.51M 467,934 -62,778 -12%
AA
90
Alesco Advisors
New York
$4.47M 463,998 -4,920 -1%
AWM
91
Avior Wealth Management
Nebraska
$4.35M 451,368 +23,226 +5%
PMG
92
ProVise Management Group
Florida
$4.28M 444,972 +444,972 New
NC
93
NewSquare Capital
Pennsylvania
$4.13M 428,712 +6,126 +1%
MCM
94
Mitchell Capital Management
Kansas
$4.11M 426,990 +15,900 +4%
VCAM
95
Van Cleef Asset Management
Ohio
$4.05M 420,300 -20,580 -5%
HCM
96
Hengehold Capital Management
Ohio
$4M 415,110 +13,362 +3%
BWM
97
BerganKDV Wealth Management
Minnesota
$3.85M 400,164 +672 +0.2%
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$3.8M 394,470 +7,944 +2%
BFPW
99
BOK Financial Private Wealth
Colorado
$3.74M 388,572 -8,346 -2%
BC
100
Bartlett & Co
Ohio
$3.69M 383,436 +14,610 +4%
2 3
4
5 6