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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 %
PFC
101
Phocas Financial Corp
California
$5.9M 92,571 +92,571 New
FPCG
102
Fort Pitt Capital Group
Pennsylvania
$5.85M 91,687 +91,687 New
NDSI
103
Newman Dignan & Sheerar Inc
Rhode Island
$5.73M 89,804 +20,491 +30%
OWM
104
Orgel Wealth Management
Wisconsin
$5.71M 89,485 -975 -1%
WAM
105
Watermark Asset Management
California
$5.57M 87,296 -7,668 -8%
CHA
106
Cooper/Haims Advisors
New York
$5.54M 86,780 +86,780 New
IAS
107
IMA Advisory Services
Colorado
$5.27M 82,554 +5,847 +8%
AA
108
Alesco Advisors
New York
$5.23M 82,030 +265 +0.3%
DBRC
109
D.B. Root & Company
Pennsylvania
$5.19M 81,340 +81,340 New
EA
110
Edge Advisors
Georgia
$5.15M 80,794 +3,174 +4%
FI
111
FormulaFolio Investments
Michigan
$5.05M 79,215 +15,916 +25%
BWM
112
BerganKDV Wealth Management
Minnesota
$4.93M 77,269 +5,444 +8%
AWM
113
Avior Wealth Management
Nebraska
$4.91M 76,988 +995 +1%
AG
114
Appleton Group
Wisconsin
$4.51M 70,692 +6,107 +9%
AP
115
Appleton Partners
Massachusetts
$4.5M 70,608 +65,670 +1,330%
PP
116
PagnatoKarp Partners
Virginia
$4.42M 69,247 -9,512 -12%
HCM
117
Hengehold Capital Management
Ohio
$4.33M 67,952 -1,288 -2%
NC
118
NewSquare Capital
Pennsylvania
$4.31M 67,561 -704 -1%
BFPW
119
BOK Financial Private Wealth
Colorado
$4.22M 66,135 +2,496 +4%
CCM
120
Condor Capital Management
New Jersey
$4.19M 65,673 +1,588 +2%
MWP
121
MYCIO Wealth Partners
Pennsylvania
$4.03M 62,827 -3,945 -6%
SEIA
122
Signature Estate & Investment Advisors
California
$4M 62,632 +2,086 +3%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$3.99M 62,616 +2,548 +4%
LCM
124
Leisure Capital Management
California
$3.97M 62,256 +5,109 +9%
US Bancorp
125
US Bancorp
Minnesota
$3.91M 61,309 -451 -0.7%
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5
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