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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 Holding Trade Value Shares
Change 		Shares
Change %
NDSI
101
Newman Dignan & Sheerar Inc
Rhode Island
$4.16M +$214K +21,408 +5%
HCM
102
Hengehold Capital Management
Ohio
$4.16M +$3.3K +330 +0.1%
NC
103
NewSquare Capital
Pennsylvania
$4.1M -$191K -19,122 -4%
SBL
104
Sargent Bickham Lagudis
Colorado
$4.02M +$1.39M +138,492 +53%
MWP
105
MYCIO Wealth Partners
Pennsylvania
$4.01M +$354K +35,400 +10%
VCAM
106
Van Cleef Asset Management
Ohio
$3.89M -$314K -31,332 -7%
AG
107
Appleton Group
Wisconsin
$3.88M +$49.5K +4,944 +1%
CCM
108
Condor Capital Management
New Jersey
$3.85M +$266K +26,604 +7%
BFPW
109
BOK Financial Private Wealth
Colorado
$3.82M -$67.4K -6,738 -2%
FI
110
FormulaFolio Investments
Michigan
$3.8M +$2.54M +253,446 +201%
TG
111
Threshold Group
Washington
$3.75M +$105K +10,530 +3%
US Bancorp
112
US Bancorp
Minnesota
$3.71M – – –
BC
113
Bartlett & Co
Ohio
$3.66M -$176K -17,640 -5%
SEIA
114
Signature Estate & Investment Advisors
California
$3.64M +$80.5K +8,046 +2%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$3.61M +$1.83M +182,598 +103%
ACM
116
Avalon Capital Management
California
$3.52M +$2.38M +237,948 +209%
LCM
117
Leisure Capital Management
California
$3.43M +$142K +14,154 +4%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$3.4M +$227K +22,806 +7%
WP
119
WealthSource Partners
California
$3.15M +$156K +15,624 +5%
HWA
120
Heritage Way Advisors
Illinois
$3.11M +$178K +17,826 +6%
SAM
121
Sawgrass Asset Management
Florida
$3.08M +$225K +22,500 +8%
MAS
122
Managed Account Services
Florida
$3.02M +$214K +21,378 +8%
ECM
123
ETrade Capital Management
Virginia
$2.99M +$33.4K +3,342 +1%
CWM
124
Circle Wealth Management
New Jersey
$2.86M +$648K +64,794 +29%
FWP
125
FAS Wealth Partners
Kansas
$2.83M +$102K +10,164 +4%
3 4
5
6 7