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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 %
KFC
151
Klingenstein Fields & Co
New York
$1.61M 167,292 +19,830 +13%
LFA
152
Landmark Financial Advisors
Kentucky
$1.59M 165,486 +7,692 +5%
BC
153
Barnett & Company
Tennessee
$1.53M 158,694 +44,496 +39%
CFA
154
Cahill Financial Advisors
Minnesota
$1.52M 158,136 -28,368 -15%
WF
155
WealthTrust Fairport
Ohio
$1.5M 156,138 +42 +0%
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M 155,502 +144 +0.1%
LF
157
Lee Financial
Texas
$1.47M 153,090 +42,480 +38%
MCM
158
Mengis Capital Management
Oregon
$1.46M 151,404 -6,852 -4%
CA
159
Corrado Advisors
New Jersey
$1.45M 150,834 -5,388 -3%
PSUF
160
People's United Financial
Connecticut
$1.4M 145,728 +11,748 +9%
MFT
161
Moisand Fitzgerald Tamayo
Florida
$1.38M 143,724 -4,932 -3%
TRCT
162
Tower Research Capital (TRC)
New York
$1.38M 142,788 +15,396 +12%
CFIA
163
Cantor Fitzgerald Investment Advisors
New York
$1.36M 141,144 +141,144 New
MAS
164
Madden Advisory Services
Florida
$1.32M 136,692 – –
EVC
165
Eidelman Virant Capital
Missouri
$1.31M 135,678 -5,052 -4%
DIA
166
Denver Investment Advisors
Colorado
$1.3M 135,030 +600 +0.4%
CA
167
Capital Advantage
California
$1.29M 133,932 -129,318 -49%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$1.29M 133,704 -35,862 -21%
PFM
169
Peak Financial Management
Massachusetts
$1.28M 132,684 +12 +0%
WCM
170
Wealthcare Capital Management
Virginia
$1.28M 132,570 -8,478 -6%
CAN
171
Cetera Advisor Networks
California
$1.26M 130,728 +96 +0.1%
GC
172
Grimes & Company
Massachusetts
$1.26M 130,374 -55,518 -30%
BTS
173
BB&T Securities
Virginia
$1.25M 129,468 +89,256 +222%
TIM
174
Tortoise Investment Management
New York
$1.22M 127,134 -2,190 -2%
FI
175
FormulaFolio Investments
Michigan
$1.22M 126,348 +82,884 +191%
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