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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 %
DP
76
Denver PWM
Colorado
$10.3M 159,316 -88 -0.1%
SP
77
SWS Partners
Ohio
$10.3M 161,183 +161,183 New
DWM
78
Destination Wealth Management
California
$9.96M 156,208 +75,330 +93%
LPL Financial
79
LPL Financial
California
$9.64M 151,122 +7,469 +5%
CCM
80
CWH Capital Management
Washington
$9.6M 150,475 -6,285 -4%
EWM
81
Empirical Wealth Management
Washington
$9.58M 150,138 -1,432 -0.9%
ADL
82
Asset Dedication LLC
California
$8.96M 140,446 -2,288 -2%
CG
83
Colony Group
Massachusetts
$8.64M 135,520 +21,814 +19%
ECM
84
Exchange Capital Management
Michigan
$8.45M 132,489 +21,306 +19%
MA
85
MCF Advisors
Kentucky
$8.43M 132,234 +25,750 +24%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$7.96M 124,769 +20,732 +20%
Morgan Stanley
87
Morgan Stanley
New York
$7.95M 124,626 -1,083 -0.9%
BC
88
Burleson & Co
California
$7.81M 122,505 +122,505 New
MFS
89
Monetta Financial Services
Illinois
$7.67M 120,000 – –
PCA
90
Personal Capital Advisors
California
$7.22M 113,221 +98,504 +669%
LWA
91
Lenox Wealth Advisors
New York
$6.77M 106,138 +8,232 +8%
SBL
92
Sargent Bickham Lagudis
Colorado
$6.75M 105,835 +38,827 +58%
SFS
93
Strategic Financial Services
New York
$6.74M 105,713 -7,279 -6%
MWM
94
MinichMacGregor Wealth Management
New York
$6.62M 103,788 +1,037 +1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6.55M 102,632 -3,193 -3%
DPA
96
Delphi Private Advisors
California
$6.36M 99,653 -162 -0.2%
NIC
97
Northwest Investment Counselors
Oregon
$6.35M 99,590 +4,573 +5%
BFG
98
Bouchey Financial Group
New York
$6.26M 98,157 -1,421 -1%
Bank of America
99
Bank of America
North Carolina
$6.07M 95,214 +5,523 +6%
SFPM
100
Sensible Financial Planning & Management
Massachusetts
$6.05M 94,922 +25,145 +36%
2 3
4
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