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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.38B 24,461,319 +3,926,992 +19%
SFG
2
Sage Financial Group
Pennsylvania
$200M 3,560,016 +33,531 +1%
QI
3
QS Investors
New York
$143M 2,539,733 +111,155 +5%
HSA
4
HBK Sorce Advisory
Pennsylvania
$141M 2,514,258 +140,902 +6%
Charles Schwab
5
Charles Schwab
California
$123M 2,186,211 +360,182 +20%
Creative Planning
6
Creative Planning
Kansas
$85.3M 1,515,860 +46,821 +3%
AB
7
AT Bancorp
Iowa
$77.7M 1,381,458 +14,449 +1%
EWM
8
Evermay Wealth Management
Virginia
$54M 958,310 +40,524 +4%
AA
9
Apriem Advisors
California
$46.9M 833,741 +32,979 +4%
CCA
10
Cobblestone Capital Advisors
New York
$46.8M 832,581 +42,819 +5%
MWAC
11
Mariner Wealth Advisors (Cincinnati)
Ohio
$42.9M 761,514 +132,851 +21%
AWS
12
AJ Wealth Strategies
New York
$42.8M 761,346 +94,966 +14%
SWA
13
SFMG Wealth Advisors
Texas
$39M 692,426 +44,829 +7%
UCFA
14
United Capital Financial Advisors
Texas
$38M 674,729 -31,928 -5%
SWM
15
SVA Wealth Management
Wisconsin
$29.3M 520,722 +144,057 +38%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$29.1M 520,761 +87,154 +20%
PA
17
Planning Alternatives
Michigan
$27.3M 484,315 +5,986 +1%
UBS AM
18
UBS AM
Illinois
$24.6M 436,345 +435,605 +58,866%
AFS
19
Access Financial Services
Minnesota
$22M 391,796 -66,298 -14%
TAT
20
TD Ameritrade Trust
Colorado
$21.9M 389,943 +81,254 +26%
AWMG
21
Alliance Wealth Management Group
New Jersey
$21.9M 384,444 +384,444 New
CCM
22
CWH Capital Management
Washington
$20.9M 370,665 +12,562 +4%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$20.8M 369,802 -7,925 -2%
CMP
24
Courage Miller Partners
Virginia
$20.8M 369,747 +15,737 +4%
NQWM
25
Northwest Quadrant Wealth Management
Oregon
$20M 349,339 +23,232 +7%
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