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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 %
BC
151
Barnett & Company
Tennessee
$1.9M 189,810 +31,116 +20%
LF
152
Lee Financial
Texas
$1.84M 183,552 +30,462 +20%
WF
153
WealthTrust Fairport
Ohio
$1.79M 178,884 +22,746 +15%
IA
154
IFP Advisors
Florida
$1.79M 178,500 -2,382 -1%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$1.78M 178,032 +61,584 +53%
RJA
156
Raymond James & Associates
Florida
$1.78M 177,564 -5,208 -3%
LFA
157
Landmark Financial Advisors
Kentucky
$1.77M 176,730 +11,244 +7%
IF
158
Ironwood Financial
Arizona
$1.76M 175,560 +8,064 +5%
PSUF
159
People's United Financial
Connecticut
$1.75M 174,354 +28,626 +20%
PWM
160
Perigon Wealth Management
California
$1.73M 172,572 +24 +0%
AG
161
Advisor Group
Arizona
$1.72M 171,486 -21,636 -11%
KFC
162
Klingenstein Fields & Co
New York
$1.69M 168,852 +1,560 +0.9%
SWM
163
Stockman Wealth Management
Montana
$1.69M 168,360 +168,360 New
PFA
164
Pinnacle Family Advisors
Missouri
$1.68M 167,718 +53,688 +47%
LYV
165
Live Your Vision
Pennsylvania
$1.66M 165,972 -6,432 -4%
CFIA
166
Cantor Fitzgerald Investment Advisors
New York
$1.64M 163,602 +22,458 +16%
CFA
167
Cahill Financial Advisors
Minnesota
$1.59M 158,658 +522 +0.3%
TRCT
168
Tower Research Capital (TRC)
New York
$1.55M 154,668 +11,880 +8%
BRWA
169
B. Riley Wealth Advisors
Florida
$1.51M 151,182 +35,844 +31%
Millennium Management
170
Millennium Management
New York
$1.48M 148,098 +49,950 +51%
MCM
171
Mengis Capital Management
Oregon
$1.45M 144,990 -6,414 -4%
CA
172
Corrado Advisors
New Jersey
$1.44M 144,216 -6,618 -4%
SIC
173
Sigma Investment Counselors
Michigan
$1.43M 142,842 +16,602 +13%
LCC
174
Lincoln Capital Corp
Rhode Island
$1.42M 141,486 +141,486 New
MAS
175
Madden Advisory Services
Florida
$1.41M 140,796 +4,104 +3%
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