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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 %
LBC
201
Lowe Brockenbrough & Co
Virginia
$676K +$214K +22,800 +46%
PFM
202
Phillips Financial Management
Indiana
$675K -$20.4K -2,202 -3%
SWM
203
SigFig Wealth Management
California
$665K +$7.26K +774 +1%
Millennium Management
204
Millennium Management
New York
$639K -$241K -25,674 -27%
GGI
205
Godsey & Gibb Inc
Virginia
$632K -$4.28K -456 -0.7%
PAM
206
Premier Asset Management
Illinois
$627K +$233K +24,882 +59%
AI
207
Atria Investments
North Carolina
$627K +$627K +66,816 New
TCT
208
TIAA CREF Trust
Missouri
$614K -$28.1K -3,000 -4%
S
209
SignatureFD
Georgia
$613K -$563 -60 -0.1%
RWA
210
RGT Wealth Advisors
Texas
$598K +$3.49K +372 +0.6%
SFG
211
SNS Financial Group
Minnesota
$574K +$574K +61,224 New
MIH
212
Madison Investment Holdings
Wisconsin
$572K +$22.9K +2,442 +4%
IH
213
IFC Holdings
Florida
$566K +$165K +17,550 +41%
SDWMA
214
Schneider Downs Wealth Management Advisors
Pennsylvania
$564K +$109K +11,658 +24%
BlackRock
215
BlackRock
New York
$555K +$787 +84 +0.1%
PA
216
Paracle Advisors
Washington
$545K +$25.9K +2,766 +5%
HP
217
HT Partners
Connecticut
$541K -$16.3K -1,734 -3%
RPA
218
Rock Point Advisors
Vermont
$530K -$68K -7,254 -11%
MWM
219
Meridian Wealth Management
Kentucky
$529K +$134K +14,316 +34%
CWM
220
Concert Wealth Management
California
$523K +$54.8K +6,198 +12%
PP
221
Palladium Partners
Virginia
$521K +$28.9K +3,078 +6%
BWP
222
BSW Wealth Partners
Colorado
$512K -$246K -26,244 -32%
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$505K -$5.63K -600 -1%
AC
224
Alley Company
Illinois
$499K +$17.1K +1,818 +4%
BSW
225
Buckingham Strategic Wealth
Missouri
$486K +$199K +21,222 +69%
7 8
9
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