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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.

New
Increased
Maintained
Reduced
Closed
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
SWA
3
SFMG Wealth Advisors
Texas
$76.8M
4
PFG
4
Piershale Financial Group
Illinois
$24.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M

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 Holding Trade Value Shares
Change 		Shares
Change %
BCP
126
Blackhawk Capital Partners
Wisconsin
$3.9M +$3.9M +366,510 New
MCM
127
Mitchell Capital Management
Kansas
$3.87M -$1.4M -131,268 -27%
VCAM
128
Van Cleef Asset Management
Ohio
$3.77M -$361K -33,930 -9%
VNA
129
Valley National Advisers
Pennsylvania
$3.76M +$1.29M +121,812 +53%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$3.68M +$34.7K +3,252 +1%
BC
131
Bartlett & Co
Ohio
$3.65M -$242K -22,800 -6%
MML Investors Services
132
MML Investors Services
Massachusetts
$3.44M +$446K +42,000 +15%
WP
133
WealthSource Partners
California
$3.42M +$68.6K +6,450 +2%
SAM
134
Sawgrass Asset Management
Florida
$3.37M +$91.8K +8,640 +3%
MAS
135
Managed Account Services
Florida
$3.33M +$117K +11,004 +4%
GCA
136
Gradient Capital Advisors
California
$3.28M +$3.28M +308,544 New
HWA
137
Heritage Way Advisors
Illinois
$3.21M -$85.1K -8,004 -3%
FWP
138
FAS Wealth Partners
Kansas
$3.18M +$175K +16,494 +6%
CCM
139
Coldstream Capital Management
Washington
$3.11M +$380K +35,766 +14%
ECM
140
ETrade Capital Management
Virginia
$3.09M -$85.5K -8,040 -3%
CWM
141
Circle Wealth Management
New Jersey
$3.06M +$13.6K +1,284 +0.4%
BC
142
Barnett & Company
Tennessee
$3.04M +$1.02M +95,952 +51%
QAM
143
QCI Asset Management
New York
$2.98M +$575K +54,090 +24%
Millennium Management
144
Millennium Management
New York
$2.87M +$1.29M +121,542 +82%
SPI
145
Santori & Peters Inc
Pennsylvania
$2.86M +$2.86M +274,650 New
NCM
146
Northwest Capital Management
Oregon
$2.83M +$2.83M +266,040 New
KM
147
Kalos Management
Georgia
$2.82M +$2.82M +266,880 New
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.77M +$287K +26,994 +12%
KF
149
Krilogy Financial
Missouri
$2.62M +$8.1K +762 +0.3%
BIA
150
Bigelow Investment Advisors
Maine
$2.61M +$2.61M +245,856 New
4 5
6
7 8