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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.

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 %
ACM
151
Avalon Capital Management
California
$2.61M -$1.13M -106,284 -30%
GHA
152
GW Henssler & Associates
Georgia
$2.58M +$107K +10,086 +4%
FC
153
Forte Capital
New York
$2.58M +$91.3K +8,592 +4%
ECML
154
Eagle Capital Management (Louisiana)
Louisiana
$2.57M +$27.7K +2,604 +1%
UBS Group
155
UBS Group
Switzerland
$2.57M +$529K +49,794 +26%
SI
156
SII Investments
Wisconsin
$2.55M -$8.57M -807,792 -77%
WA
157
WBH Advisory
Maryland
$2.53M +$177K +16,656 +8%
EK
158
Evensky & Katz
Florida
$2.5M -$2.17K -204 -0.1%
APA
159
American Portfolios Advisors
New York
$2.49M +$2.49M +234,354 New
AF
160
Advisornet Financial
Minnesota
$2.47M +$2.47M +232,392 New
KP
161
Keel Point
Alabama
$2.47M -$218K -20,538 -8%
GI
162
Gradient Investments
Minnesota
$2.43M -$20.5K -1,932 -0.8%
CMBA
163
C.M. Bidwell & Associates
Hawaii
$2.4M +$2.4M +225,372 New
LFA
164
Landmark Financial Advisors
Kentucky
$2.35M +$469K +44,136 +25%
CCM
165
Carlson Capital Management
Minnesota
$2.33M -$24.2K -2,274 -1%
B
166
Bailard
California
$2.32M -$14.2K -1,338 -0.6%
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$2.31M -$55.8K -5,244 -2%
IA
168
IFP Advisors
Florida
$2.31M +$408K +38,388 +22%
FTS
169
Fifth Third Securities
Ohio
$2.23M -$3.92M -368,658 -64%
Jane Street
170
Jane Street
New York
$2.22M -$5.25M -494,052 -70%
VDFA
171
Vickerman & Driscoll Financial Advisors
Washington
$2.2M +$2.2M +207,300 New
BRWA
172
B. Riley Wealth Advisors
Florida
$2.14M +$534K +50,214 +33%
LWMT
173
Legacy Wealth Management (Tennessee)
Tennessee
$2.06M -$29.5K -2,772 -1%
KIA
174
KCM Investment Advisors
California
$2.05M -$230K -21,630 -10%
AIM
175
Arcadia Investment Management
Michigan
$2.05M +$12.1K +1,134 +0.6%
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