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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Novare Capital Management
North Carolina
$2.3M +$79.2K +8,442 +4%
Goldman Sachs
127
Goldman Sachs
New York
$2.26M – – –
BO
128
BRR OpCo
Ohio
$2.25M -$169K -17,994 -7%
LPIC
129
LeJeune Puetz Investment Counsel
Michigan
$2.17M +$4.11K +438 +0.2%
CCM
130
Carlson Capital Management
Minnesota
$2.11M -$151K -16,110 -7%
CWM
131
Circle Wealth Management
New Jersey
$2.07M +$8.89K +948 +0.4%
KIA
132
KCM Investment Advisors
California
$2.01M +$169K +18,054 +9%
FC
133
Forte Capital
New York
$1.97M +$189K +20,106 +11%
ECML
134
Eagle Capital Management (Louisiana)
Louisiana
$1.96M +$138K +14,712 +8%
GHA
135
GW Henssler & Associates
Georgia
$1.89M +$64.3K +6,852 +4%
MA
136
MCF Advisors
Kentucky
$1.88M +$656K +69,936 +54%
GI
137
Gradient Investments
Minnesota
$1.87M -$83.3K -8,880 -4%
LWMT
138
Legacy Wealth Management (Tennessee)
Tennessee
$1.85M +$77.3K +8,238 +4%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$1.81M +$622K +66,336 +53%
PCM
140
Parsons Capital Management
Rhode Island
$1.8M +$127K +13,548 +8%
PAG
141
Private Advisor Group
New Jersey
$1.77M +$275K +29,436 +18%
CFA
142
Cahill Financial Advisors
Minnesota
$1.75M -$5.86K -624 -0.3%
GC
143
Grimes & Company
Massachusetts
$1.74M -$225K -23,982 -11%
WA
144
WBH Advisory
Maryland
$1.73M +$107K +11,400 +7%
EMA
145
Efficient Market Advisors
California
$1.7M +$19.3K +2,058 +1%
PWM
146
Perigon Wealth Management
California
$1.67M -$48.5K -5,172 -3%
NPC
147
National Planning Corporation
California
$1.64M -$914K -97,560 -36%
SPC
148
Sigma Planning Corp
Michigan
$1.61M +$6.87K +732 +0.4%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$1.59M +$326K +34,716 +26%
IA
150
IFP Advisors
Florida
$1.57M +$576K +61,422 +58%
4 5
6
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