SCHX icon

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 Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$2.81M 281,172 -313,872 -53%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$2.69M 268,986 +16,290 +6%
TSS
128
Two Sigma Securities
New York
$2.6M 259,284 +191,106 +280%
CCM
129
Coldstream Capital Management
Washington
$2.57M 256,878 +43,494 +20%
KP
130
Keel Point
Alabama
$2.53M 252,390 +2,730 +1%
KF
131
Krilogy Financial
Missouri
$2.46M 245,622 -21,786 -8%
ECML
132
Eagle Capital Management (Louisiana)
Louisiana
$2.39M 239,094 +2,568 +1%
EK
133
Evensky & Katz
Florida
$2.35M 235,272 +336 +0.1%
FC
134
Forte Capital
New York
$2.34M 234,186 +1,338 +0.6%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.34M 233,574 +42,192 +22%
GHA
136
GW Henssler & Associates
Georgia
$2.33M 233,004 +17,082 +8%
VNA
137
Valley National Advisers
Pennsylvania
$2.32M 231,414 +612 +0.3%
GI
138
Gradient Investments
Minnesota
$2.31M 230,628 +9,228 +4%
PMG
139
ProVise Management Group
Florida
$2.26M 225,948 -219,024 -49%
QAM
140
QCI Asset Management
New York
$2.26M 225,930 +224,730 +18,728%
LPIC
141
LeJeune Puetz Investment Counsel
Michigan
$2.23M 222,426 -1,050 -0.5%
CCM
142
Carlson Capital Management
Minnesota
$2.22M 221,358 -2,646 -1%
WA
143
WBH Advisory
Maryland
$2.22M 221,358 +17,988 +9%
B
144
Bailard
California
$2.2M 219,810 -51,372 -19%
KIA
145
KCM Investment Advisors
California
$2.14M 214,020 +780 +0.4%
PAG
146
Private Advisor Group
New Jersey
$1.98M 195,882 +13,776 +8%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$1.97M 196,464 -1,320 -0.7%
UBS Group
148
UBS Group
Switzerland
$1.92M 191,550 -18,432 -9%
AIM
149
Arcadia Investment Management
Michigan
$1.91M 191,268 +130,728 +216%
SPC
150
Sigma Planning Corp
Michigan
$1.9M 190,314 +17,580 +10%
4 5
6
7 8