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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$3.56M 63,232 +31,311 +98%
FLPIM
102
F.L. Putnam Investment Management
Massachusetts
$3.55M 63,101 +31,363 +99%
AG
103
Appleton Group
Wisconsin
$3.5M 62,221 -3,024 -5%
BC
104
Bartlett & Co
Ohio
$3.46M 61,471 -2,173 -3%
YMRC
105
Yorktown Management & Research Company
Virginia
$3.38M 60,000 +30,000 +100%
Bank of America
106
Bank of America
North Carolina
$3.35M 59,499 +12,696 +27%
CCM
107
Condor Capital Management
New Jersey
$3.25M 57,802 +1,220 +2%
TG
108
Threshold Group
Washington
$3.24M 57,595 +990 +2%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$3.07M 54,595 +54,595 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$3.04M 53,834 -2,208 -4%
WP
111
WealthSource Partners
California
$3.03M 53,794 +42,381 +371%
SEIA
112
Signature Estate & Investment Advisors
California
$3M 53,226 +4,475 +9%
LCM
113
Leisure Capital Management
California
$2.97M 52,707 +2,848 +6%
KWM
114
Kingsview Wealth Management
Oregon
$2.95M 52,468 +52,468 New
HWA
115
Heritage Way Advisors
Illinois
$2.86M 50,798 +258 +0.5%
KF
116
Krilogy Financial
Missouri
$2.6M 48,820 – –
MAS
117
Managed Account Services
Florida
$2.5M 44,501 +1,228 +3%
EK
118
Evensky & Katz
Florida
$2.49M 44,158 -439 -1%
CA
119
Capital Advantage
California
$2.47M 43,875 -2,298 -5%
B
120
Bailard
California
$2.46M 43,719 +51 +0.1%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.44M 43,358 +1,959 +5%
FWP
122
FAS Wealth Partners
Kansas
$2.43M 43,133 +18,299 +74%
SAM
123
Sawgrass Asset Management
Florida
$2.41M 42,827 +6,280 +17%
VNA
124
Valley National Advisers
Pennsylvania
$2.35M 41,749 -2,460 -6%
KP
125
Keel Point
Alabama
$2.34M 41,590 -44,189 -52%
3 4
5
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