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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$7.03M 702,396 -872,916 -55%
CG
77
Colony Group
Massachusetts
$6.83M 682,236 -1,020 -0.1%
SFS
78
Strategic Financial Services
New York
$6.78M 677,952 +23,376 +4%
ECM
79
Exchange Capital Management
Michigan
$6.68M 667,098 +388,242 +139%
MA
80
MCF Advisors
Kentucky
$6.39M 638,904 +384,372 +151%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$6.35M 634,950 +67,548 +12%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$6.25M 624,222 +624,222 New
MWM
83
MinichMacGregor Wealth Management
New York
$6.17M 616,506 +10,356 +2%
DPA
84
Delphi Private Advisors
California
$5.99M 598,890 -28,368 -5%
BFG
85
Bouchey Financial Group
New York
$5.98M 597,468 +6,630 +1%
LWA
86
Lenox Wealth Advisors
New York
$5.88M 587,436 +48,330 +9%
FTS
87
Fifth Third Securities
Ohio
$5.78M 578,022 +578,022 New
NIC
88
Northwest Investment Counselors
Oregon
$5.71M 570,102 +14,550 +3%
WAM
89
Watermark Asset Management
California
$5.7M 569,784 -19,614 -3%
OWM
90
Orgel Wealth Management
Wisconsin
$5.43M 542,760 -168,660 -24%
Bank of America
91
Bank of America
North Carolina
$5.39M 538,146 +32,232 +6%
MCM
92
Mitchell Capital Management
Kansas
$4.95M 495,102 +68,112 +16%
AA
93
Alesco Advisors
New York
$4.91M 490,590 +26,592 +6%
DWM
94
Destination Wealth Management
California
$4.86M 485,268 -127,986 -21%
PP
95
PagnatoKarp Partners
Virginia
$4.73M 472,554 -157,110 -25%
EA
96
Edge Advisors
Georgia
$4.66M 465,720 -2,214 -0.5%
IAS
97
IMA Advisory Services
Colorado
$4.61M 460,242 -62,394 -12%
AWM
98
Avior Wealth Management
Nebraska
$4.56M 455,958 +4,590 +1%
BWM
99
BerganKDV Wealth Management
Minnesota
$4.31M 430,950 +30,786 +8%
SFPM
100
Sensible Financial Planning & Management
Massachusetts
$4.19M 418,662 +312,144 +293%
2 3
4
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