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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 %
SIC
176
Sigma Investment Counselors
Michigan
$1.22M 126,240 +5,022 +4%
PA
177
Pinnacle Associates
New York
$1.14M 117,900 -540 -0.5%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.12M 116,448 -211,122 -64%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$1.11M 115,494 +48 +0%
BRWA
180
B. Riley Wealth Advisors
Florida
$1.11M 115,338 +9,510 +9%
FNBT
181
FineMark National Bank & Trust
Florida
$1.11M 115,026 -1,914 -2%
PFA
182
Pinnacle Family Advisors
Missouri
$1.1M 114,030 +114,030 New
ACM
183
Avalon Capital Management
California
$1.1M 113,772 -32,700 -22%
AI
184
Atria Investments
North Carolina
$1.08M 112,296 +45,480 +68%
HIIFS
185
Harel Insurance Investments & Financial Services
Israel
$1.07M 110,640 – –
PCA
186
Personal Capital Advisors
California
$1.05M 108,738 +75,336 +226%
SFPM
187
Sensible Financial Planning & Management
Massachusetts
$1.03M 106,518 +106,518 New
SIA
188
Starfire Investment Advisers
Michigan
$1.01M 104,694 -1,650 -2%
TSWM
189
Triangle Securities Wealth Management
North Carolina
$1M 104,304 +18,540 +22%
WIC
190
Whitegate Investment Counselors
New Hampshire
$975K 101,280 +10,200 +11%
FCI
191
Financial Counselors Inc
Kansas
$946K 98,310 – –
Millennium Management
192
Millennium Management
New York
$945K 98,148 +30,024 +44%
HCM
193
Hollencrest Capital Management
California
$940K 97,650 – –
AMG
194
Asset Management Group
Connecticut
$892K 92,652 +14,898 +19%
SDWMA
195
Schneider Downs Wealth Management Advisors
Pennsylvania
$878K 91,230 +31,086 +52%
3C
196
361 Capital
Colorado
$856K 88,944 +88,944 New
WOC
197
West Oak Capital
California
$855K 88,782 +5,028 +6%
OFG
198
Oxford Financial Group
Indiana
$852K 88,476 +564 +0.6%
WCM
199
Weik Capital Management
Pennsylvania
$828K 85,950 -29,100 -25%
MA
200
MUFG Americas
New York
$814K 84,564 +48,390 +134%
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