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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 Market Value Shares Shares
Change 		Shares
Change %
EK
126
Evensky & Katz
Florida
$2.26M 234,936 -30,012 -11%
FC
127
Forte Capital
New York
$2.24M 232,848 +23,172 +11%
VNA
128
Valley National Advisers
Pennsylvania
$2.22M 230,802 -19,692 -8%
CCM
129
Carlson Capital Management
Minnesota
$2.16M 224,004 -1,452 -0.6%
LPIC
130
LeJeune Puetz Investment Counsel
Michigan
$2.15M 223,476 -7,350 -3%
CWM
131
Circle Wealth Management
New Jersey
$2.13M 221,406 +1,008 +0.5%
GI
132
Gradient Investments
Minnesota
$2.13M 221,400 +21,756 +11%
GHA
133
GW Henssler & Associates
Georgia
$2.08M 215,922 +14,964 +7%
CCM
134
Coldstream Capital Management
Washington
$2.06M 213,384 +120,546 +130%
KIA
135
KCM Investment Advisors
California
$2.05M 213,240 -1,188 -0.6%
UBS Group
136
UBS Group
Switzerland
$2.02M 209,982 +53,610 +34%
WA
137
WBH Advisory
Maryland
$1.96M 203,370 +19,242 +10%
LWMT
138
Legacy Wealth Management (Tennessee)
Tennessee
$1.9M 197,784 +870 +0.4%
KWM
139
Kingsview Wealth Management
Oregon
$1.87M 194,202 -120,606 -38%
AG
140
Advisor Group
Arizona
$1.86M 193,122 +105,462 +120%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84M 191,382 +191,382 New
RJA
142
Raymond James & Associates
Florida
$1.76M 182,772 +34,722 +23%
PAG
143
Private Advisor Group
New Jersey
$1.76M 182,106 -7,770 -4%
IA
144
IFP Advisors
Florida
$1.74M 180,882 +13,488 +8%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$1.71M 177,810 -14,754 -8%
LYV
146
Live Your Vision
Pennsylvania
$1.7M 172,404 +28,644 +20%
PCM
147
Parsons Capital Management
Rhode Island
$1.68M 174,102 -17,544 -9%
SPC
148
Sigma Planning Corp
Michigan
$1.66M 172,734 +786 +0.5%
PWM
149
Perigon Wealth Management
California
$1.66M 172,548 -5,952 -3%
IF
150
Ironwood Financial
Arizona
$1.61M 167,496 +9,570 +6%
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