SCHX icon

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 %
MCM
151
Mengis Capital Management
Oregon
$1.48M -$4.9K -522 -0.3%
IF
152
Ironwood Financial
Arizona
$1.48M -$119K -12,690 -7%
LFA
153
Landmark Financial Advisors
Kentucky
$1.48M +$114K +12,138 +8%
UBS Group
154
UBS Group
Switzerland
$1.47M +$1.12M +119,364 +323%
CA
155
Corrado Advisors
New Jersey
$1.47M +$13.1K +1,398 +0.9%
WF
156
WealthTrust Fairport
Ohio
$1.46M +$241K +25,734 +20%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M +$342K +36,504 +31%
MFT
158
Moisand Fitzgerald Tamayo
Florida
$1.39M -$181K -19,278 -11%
RJA
159
Raymond James & Associates
Florida
$1.39M +$351K +37,410 +34%
KFC
160
Klingenstein Fields & Co
New York
$1.38M +$195K +20,832 +16%
ACM
161
Avalon Capital Management
California
$1.37M +$529K +56,346 +63%
LYV
162
Live Your Vision
Pennsylvania
$1.35M +$140K +14,886 +12%
WCM
163
Wealthcare Capital Management
Virginia
$1.32M +$39.1K +4,164 +3%
EVC
164
Eidelman Virant Capital
Missouri
$1.32M -$64.7K -6,900 -5%
MAS
165
Madden Advisory Services
Florida
$1.28M -$282K -30,078 -18%
DIA
166
Denver Investment Advisors
Colorado
$1.26M +$844 +90 +0.1%
PSUF
167
People's United Financial
Connecticut
$1.26M +$247K +26,304 +24%
PFM
168
Peak Financial Management
Massachusetts
$1.24M +$55.5K +5,922 +5%
CAN
169
Cetera Advisor Networks
California
$1.23M +$833K +88,860 +213%
TIM
170
Tortoise Investment Management
New York
$1.21M +$5.68K +606 +0.5%
TRCT
171
Tower Research Capital (TRC)
New York
$1.2M +$1.2M +127,392 New
ECM
172
ETrade Capital Management
Virginia
$1.19M +$1.19M +127,068 New
SIC
173
Sigma Investment Counselors
Michigan
$1.14M -$316K -33,654 -22%
PA
174
Pinnacle Associates
New York
$1.11M +$50.1K +5,340 +5%
EWA
175
EP Wealth Advisors
California
$1.11M +$385K +41,070 +53%
5 6
7
8 9