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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 %
SWM
201
SeaCrest Wealth Management
New York
$1.46M +$1.46M +137,118 New
PFM
202
Peak Financial Management
Massachusetts
$1.45M +$48.6K +4,572 +3%
AG
203
Advisor Group
Arizona
$1.43M -$397K -37,368 -22%
CA
204
Corrado Advisors
New Jersey
$1.42M -$116K -10,950 -8%
PPA
205
Parametric Portfolio Associates
Washington
$1.42M +$1.42M +133,068 New
WCM
206
Wealthcare Capital Management
Virginia
$1.41M – – –
DIA
207
Denver Investment Advisors
Colorado
$1.4M -$59K -5,550 -4%
CIM
208
Contravisory Investment Management
Massachusetts
$1.4M +$1.38M +130,182 +10,092%
BFM
209
Broadview Financial Management
Wisconsin
$1.4M +$1.4M +131,340 New
CAN
210
Cetera Advisor Networks
California
$1.39M -$2.17K -204 -0.2%
NWS
211
Newport Wealth Strategies
California
$1.34M +$1.34M +119,184 New
MFT
212
Moisand Fitzgerald Tamayo
Florida
$1.32M -$153K -14,388 -10%
MA
213
MUFG Americas
New York
$1.32M +$241K +22,680 +22%
MGIA
214
Moneta Group Investment Advisors
Missouri
$1.32M +$376K +35,376 +40%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$1.28M +$364K +34,302 +40%
HCM
216
Hollencrest Capital Management
California
$1.24M – – –
Bank of New York Mellon
217
Bank of New York Mellon
New York
$1.23M -$574 -54 -0%
APG
218
Abacus Planning Group
South Carolina
$1.23M +$1.23M +115,404 New
TCM
219
Tradewinds Capital Management
Washington
$1.22M +$874K +82,176 +250%
KWM
220
Kingsview Wealth Management
Oregon
$1.21M +$50.1K +4,716 +4%
AMG
221
Asset Management Group
Connecticut
$1.2M +$88.1K +8,286 +8%
CA
222
Capital Advantage
California
$1.2M -$226K -21,300 -16%
PA
223
Pinnacle Associates
New York
$1.2M -$57.7K -5,430 -5%
BTS
224
BB&T Securities
Virginia
$1.19M -$220K -20,664 -16%
TF
225
TIAA FSB
Florida
$1.18M +$156K +14,706 +15%
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