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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 %
FNBT
176
FineMark National Bank & Trust
Florida
$1.1M -$141K -14,988 -11%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$1.08M -$582K -62,064 -35%
WCM
178
Weik Capital Management
Pennsylvania
$1.08M +$706K +75,300 +189%
BC
179
Barnett & Company
Tennessee
$1.07M +$130K +13,818 +14%
LF
180
Lee Financial
Texas
$1.04M +$654K +69,714 +170%
HIIFS
181
Harel Insurance Investments & Financial Services
Israel
$1.03M +$1.03M +110,640 New
TW
182
Transform Wealth
Colorado
$1.02M -$34.1K -3,630 -3%
BRWA
183
B. Riley Wealth Advisors
Florida
$993K -$492K -52,458 -33%
SIA
184
Starfire Investment Advisers
Michigan
$991K +$72K +7,734 +8%
FCI
185
Financial Counselors Inc
Kansas
$922K -$36.9K -3,930 -4%
HCM
186
Hollencrest Capital Management
California
$916K +$66.4K +7,074 +8%
CCM
187
Coldstream Capital Management
Washington
$871K +$163K +17,424 +23%
WIC
188
Whitegate Investment Counselors
New Hampshire
$854K +$221K +23,586 +35%
HIC
189
Holderness Investments Company
North Carolina
$829K +$731 +78 +0.1%
OFG
190
Oxford Financial Group
Indiana
$824K +$824K +87,912 New
AG
191
Advisor Group
Arizona
$821K -$152K -16,248 -16%
TSWM
192
Triangle Securities Wealth Management
North Carolina
$804K +$75.8K +8,082 +10%
WOC
193
West Oak Capital
California
$785K -$27.8K -2,964 -3%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$767K -$59.1K -6,300 -7%
IFS
195
Ifrah Financial Services
Arkansas
$758K -$44.8K -4,776 -6%
AMG
196
Asset Management Group
Connecticut
$729K +$144K +15,324 +25%
IWM
197
Integrated Wealth Management
California
$712K +$86.9K +9,270 +14%
BCM
198
BTR Capital Management
California
$707K -$71.7K -7,650 -9%
SWP
199
Stratos Wealth Partners
Ohio
$683K -$4.45K -474 -0.6%
SAM
200
Summit Asset Management
Tennessee
$683K – – –
6 7
8
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