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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 Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Appleton Group
Wisconsin
$3.68M +$89K +9,240 +2%
US Bancorp
102
US Bancorp
Minnesota
$3.57M -$1.87M -194,610 -34%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$3.52M -$489K -50,790 -12%
TG
104
Threshold Group
Washington
$3.5M +$177K +18,348 +5%
YMRC
105
Yorktown Management & Research Company
Virginia
$3.47M – – –
CCM
106
Condor Capital Management
New Jersey
$3.45M +$107K +11,094 +3%
SEIA
107
Signature Estate & Investment Advisors
California
$3.42M +$345K +35,874 +11%
LCM
108
Leisure Capital Management
California
$3.17M +$120K +12,486 +4%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.07M -$45.3K -4,704 -1%
WP
110
WealthSource Partners
California
$2.88M -$226K -23,514 -7%
ECM
111
ETrade Capital Management
Virginia
$2.84M +$1.62M +168,150 +132%
Goldman Sachs
112
Goldman Sachs
New York
$2.83M +$516K +53,568 +22%
HWA
113
Heritage Way Advisors
Illinois
$2.82M -$118K -12,222 -4%
SAM
114
Sawgrass Asset Management
Florida
$2.75M +$274K +28,482 +11%
MAS
115
Managed Account Services
Florida
$2.7M +$130K +13,458 +5%
ECM
116
Exchange Capital Management
Michigan
$2.69M +$2.5M +259,590 +1,347%
FWP
117
FAS Wealth Partners
Kansas
$2.62M +$131K +13,572 +5%
B
118
Bailard
California
$2.61M +$85.4K +8,868 +3%
KF
119
Krilogy Financial
Missouri
$2.58M -$246K -25,512 -9%
SBL
120
Sargent Bickham Lagudis
Colorado
$2.54M -$3.1M -322,026 -55%
BO
121
BRR OpCo
Ohio
$2.49M +$181K +18,756 +8%
MA
122
MCF Advisors
Kentucky
$2.45M +$522K +54,168 +27%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$2.43M -$71.7K -7,452 -3%
KP
124
Keel Point
Alabama
$2.4M +$1.16K +120 +0%
ECML
125
Eagle Capital Management (Louisiana)
Louisiana
$2.28M +$262K +27,192 +13%
3 4
5
6 7