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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.63B 28,264,368 +3,803,049 +16%
SFG
2
Sage Financial Group
Pennsylvania
$210M 3,629,945 +69,929 +2%
Charles Schwab
3
Charles Schwab
California
$156M 2,707,710 +521,499 +24%
QI
4
QS Investors
New York
$156M 2,700,237 +160,504 +6%
HSA
5
HBK Sorce Advisory
Pennsylvania
$147M 2,548,594 +34,336 +1%
AB
6
AT Bancorp
Iowa
$140M 2,418,656 +1,037,198 +75%
Creative Planning
7
Creative Planning
Kansas
$88.6M 1,533,537 +17,677 +1%
EWM
8
Evermay Wealth Management
Virginia
$56.3M 974,772 +16,462 +2%
AA
9
Apriem Advisors
California
$53.8M 930,904 +97,163 +12%
AWS
10
AJ Wealth Strategies
New York
$48.7M 842,922 +81,576 +11%
MWAC
11
Mariner Wealth Advisors (Cincinnati)
Ohio
$46.1M 797,974 +36,460 +5%
SWA
12
SFMG Wealth Advisors
Texas
$41.9M 725,918 +33,492 +5%
UCFA
13
United Capital Financial Advisors
Texas
$39.9M 690,415 +15,686 +2%
CCA
14
Cobblestone Capital Advisors
New York
$37.1M 642,930 -189,651 -23%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$35M 605,221 +84,460 +16%
SWM
16
SVA Wealth Management
Wisconsin
$32M 553,532 +32,810 +6%
FMP
17
Financial Management Professionals
Texas
$29.7M 513,801 +203,669 +66%
PA
18
Planning Alternatives
Michigan
$28.8M 497,819 +13,504 +3%
BC
19
Brinker Capital
Pennsylvania
$25.6M 443,595 +133,698 +43%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$23.3M 402,549 +32,747 +9%
NQWM
21
Northwest Quadrant Wealth Management
Oregon
$22.7M 384,458 +35,119 +10%
AWMG
22
Alliance Wealth Management Group
New Jersey
$22.6M 391,673 +7,229 +2%
AFS
23
Access Financial Services
Minnesota
$21.9M 378,261 -13,535 -3%
CMP
24
Courage Miller Partners
Virginia
$21.8M 377,199 +7,452 +2%
JFG
25
JMG Financial Group
Illinois
$20.7M 358,018 +19,674 +6%
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