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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.

New
Increased
Maintained
Reduced
Closed
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 %
WF
176
WealthTrust Fairport
Ohio
$2.04M +$139K +13,110 +7%
KFC
177
Klingenstein Fields & Co
New York
$2.04M +$243K +22,854 +14%
SPC
178
Sigma Planning Corp
Michigan
$2.03M +$8.68K +816 +0.4%
LF
179
Lee Financial
Texas
$1.98M +$27.9K +2,628 +1%
RJA
180
Raymond James & Associates
Florida
$1.9M +$11.7K +1,098 +0.6%
IF
181
Ironwood Financial
Arizona
$1.85M -$15.6K -1,464 -0.8%
SWM
182
Stockman Wealth Management
Montana
$1.81M +$17.2K +1,614 +1%
LNC
183
Lincoln National Corp
Pennsylvania
$1.79M +$1.39M +130,710 +349%
CFIA
184
Cantor Fitzgerald Investment Advisors
New York
$1.78M +$37.8K +3,552 +2%
CFA
185
Cahill Financial Advisors
Minnesota
$1.62M -$64.9K -6,108 -4%
FA
186
FDx Advisors
Illinois
$1.61M +$1.2M +112,686 +294%
FRA
187
Front Row Advisors
California
$1.58M +$1.58M +148,800 New
GC
188
Grimes & Company
Massachusetts
$1.58M +$216K +20,280 +16%
MCM
189
Mengis Capital Management
Oregon
$1.58M +$36.3K +3,414 +2%
AA
190
Advisory Alpha
Michigan
$1.57M +$1.1M +98,514 +236%
GPW
191
GFS Private Wealth
Florida
$1.57M +$1.57M +147,666 New
LCC
192
Lincoln Capital Corp
Rhode Island
$1.54M +$40.2K +3,786 +3%
MCM
193
Mainstay Capital Management
Michigan
$1.53M +$1.53M +144,072 New
SIC
194
Sigma Investment Counselors
Michigan
$1.52M +$5.42K +510 +0.4%
TIM
195
Tortoise Investment Management
New York
$1.51M +$137K +12,894 +10%
PAG
196
Private Advisor Group
New Jersey
$1.5M -$633K -58,200 -30%
MAS
197
Madden Advisory Services
Florida
$1.5M – – –
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$1.49M +$81.4K +7,656 +6%
AI
199
Atria Investments
North Carolina
$1.48M +$327K +30,744 +28%
EVC
200
Eidelman Virant Capital
Missouri
$1.47M -$5.16K -486 -0.3%
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