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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IFS
201
Ifrah Financial Services
Arkansas
$797K +$18.9K +1,962 +2%
PFM
202
Phillips Financial Management
Indiana
$775K +$56K +5,682 +8%
SFG
203
SNS Financial Group
Minnesota
$768K +$179K +18,588 +30%
NSB
204
Norway Savings Bank
Maine
$752K +$752K +78,150 New
CCM
205
Colorado Capital Management
Colorado
$739K +$375K +38,994 +103%
EWA
206
EP Wealth Advisors
California
$732K -$406K -42,204 -36%
BCM
207
BTR Capital Management
California
$732K +$5.78K +600 +0.8%
SWP
208
Stratos Wealth Partners
Ohio
$710K +$9.3K +966 +1%
SSWM
209
Sheets Smith Wealth Management
North Carolina
$702K -$84.6K -8,790 -11%
SAM
210
Summit Asset Management
Tennessee
$702K – – –
LBC
211
Lowe Brockenbrough & Co
Virginia
$694K – – –
SWM
212
SigFig Wealth Management
California
$690K +$7.11K +738 +1%
PAM
213
Premier Asset Management
Illinois
$678K +$35.5K +3,696 +6%
PA
214
Parallel Advisors
California
$671K +$415K +42,264 +162%
Calamos Advisors
215
Calamos Advisors
Illinois
$670K +$670K +69,618 New
IH
216
IFC Holdings
Florida
$665K +$84.1K +8,724 +14%
TF
217
TIAA FSB
Florida
$665K +$665K +69,078 New
GGI
218
Godsey & Gibb Inc
Virginia
$664K +$15.4K +1,602 +2%
TSS
219
Two Sigma Securities
New York
$656K +$656K +68,178 New
LS
220
Lattice Strategies
Pennsylvania
$646K +$220K +22,830 +52%
RWA
221
RGT Wealth Advisors
Texas
$635K +$21.1K +2,190 +3%
CIR
222
Clear Investment Research
Georgia
$609K +$609K +63,234 New
MGIA
223
Moneta Group Investment Advisors
Missouri
$608K +$202K +20,934 +50%
LRPA
224
L. Roy Papp & Associates
Arizona
$603K +$603K +62,646 New
TA
225
Tiedemann Advisors
New York
$593K +$593K +61,542 New
7 8
9
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