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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

378 hedge funds and large institutions have $4.82B invested in Schwab US Large- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 101 reducing their positions, and 23 closing their positions.

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
9.44%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.65%
New
41
Increased
196
Reduced
101
Closed
23
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
-$354K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B
2
AssetMark Inc
2
AssetMark Inc
California
$108M
3
FMP
3
Financial Management Professionals
Texas
$76.4M
4
Charles Schwab
4
Charles Schwab
California
$193M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$49.5M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$329K
2
Jane Street
2
Jane Street
New York
$7.03M
3
Creative Planning
3
Creative Planning
Kansas
$85.1M
4
FC
4
Financial Consulate
Maryland
$12.8M
5
PFC
5
Phocas Financial Corp
California
$5K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B 31,982,384 +3,718,016 +13%
SFG
2
Sage Financial Group
Pennsylvania
$219M 3,650,042 +20,097 +0.6%
Charles Schwab
3
Charles Schwab
California
$193M 3,216,679 +508,969 +19%
QI
4
QS Investors
New York
$158M 2,624,655 -75,582 -3%
HSA
5
HBK Sorce Advisory
Pennsylvania
$155M 2,575,243 +26,649 +1%
AB
6
AT Bancorp
Iowa
$147M 2,453,455 +34,799 +1%
AssetMark Inc
7
AssetMark Inc
California
$108M 1,804,248 +1,519,666 +534%
Creative Planning
8
Creative Planning
Kansas
$85.1M 1,416,605 -116,932 -8%
FMP
9
Financial Management Professionals
Texas
$76.4M 1,273,121 +759,320 +148%
AA
10
Apriem Advisors
California
$59M 983,083 +52,179 +6%
AWS
11
AJ Wealth Strategies
New York
$58M 966,277 +123,355 +15%
EWM
12
Evermay Wealth Management
Virginia
$57.9M 964,662 -10,110 -1%
MWAC
13
Mariner Wealth Advisors (Cincinnati)
Ohio
$52.5M 873,923 +75,949 +10%
UCFA
14
United Capital Financial Advisors
Texas
$51.5M 857,088 +166,673 +24%
AWMG
15
Alliance Wealth Management Group
New Jersey
$49.5M 824,704 +433,031 +111%
SWA
16
SFMG Wealth Advisors
Texas
$45.6M 759,167 +33,249 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$40.3M 663,001 +57,780 +10%
CCA
18
Cobblestone Capital Advisors
New York
$36.1M 601,239 -41,691 -6%
SWM
19
SVA Wealth Management
Wisconsin
$34.9M 581,345 +27,813 +5%
BC
20
Brinker Capital
Pennsylvania
$32.5M 541,538 +97,943 +22%
PA
21
Planning Alternatives
Michigan
$29.7M 494,920 -2,899 -0.6%
NQWM
22
Northwest Quadrant Wealth Management
Oregon
$26.1M 423,089 +38,631 +10%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$25.2M 419,426 +16,877 +4%
TAT
24
TD Ameritrade Trust
Colorado
$24.4M 397,212 +62,117 +19%
CMP
25
Courage Miller Partners
Virginia
$23.1M 384,956 +7,757 +2%
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