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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 %
EVC
176
Eidelman Virant Capital
Missouri
$1.39M 139,104 +3,426 +3%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$1.39M 138,912 -4,812 -3%
DIA
178
Denver Investment Advisors
Colorado
$1.38M 137,532 +2,502 +2%
CA
179
Capital Advantage
California
$1.34M 133,848 -84 -0.1%
WCM
180
Wealthcare Capital Management
Virginia
$1.33M 132,570 – –
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.33M 132,474 -1,230 -0.9%
PFM
182
Peak Financial Management
Massachusetts
$1.32M 132,246 -438 -0.3%
BTS
183
BB&T Securities
Virginia
$1.32M 132,174 +2,706 +2%
CAN
184
Cetera Advisor Networks
California
$1.31M 130,830 +102 +0.1%
TIM
185
Tortoise Investment Management
New York
$1.29M 129,342 +2,208 +2%
GC
186
Grimes & Company
Massachusetts
$1.29M 128,400 -1,974 -2%
PA
187
Pinnacle Associates
New York
$1.18M 117,912 +12 +0%
HCM
188
Hollencrest Capital Management
California
$1.17M 116,766 +19,116 +20%
SIA
189
Starfire Investment Advisers
Michigan
$1.16M 115,872 +11,178 +11%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$1.16M 115,494 – –
PCM
191
Parsons Capital Management
Rhode Island
$1.12M 111,528 -62,574 -36%
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$1.11M 110,640 – –
KWM
193
Kingsview Wealth Management
Oregon
$1.09M 108,624 -85,578 -44%
AI
194
Atria Investments
North Carolina
$1.09M 108,432 -3,864 -3%
TSWM
195
Triangle Securities Wealth Management
North Carolina
$1.07M 106,848 +2,544 +2%
CFMC
196
Curbstone Financial Management Corp
New Hampshire
$1.05M 105,288 +51,054 +94%
TW
197
Transform Wealth
Colorado
$1.05M 105,180 +105,180 New
AMG
198
Asset Management Group
Connecticut
$1.05M 105,000 +12,348 +13%
FNBT
199
FineMark National Bank & Trust
Florida
$1.04M 103,476 -11,550 -10%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M 101,850 -53,652 -35%
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