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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.

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
PEA
3
Pacific Edge Advisors
California
$34M
4
SWA
4
SFMG Wealth Advisors
Texas
$76.8M
5
AAMA
5
Advanced Asset Management Advisors
Ohio
$25.6M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.26B 35,426,604 +3,444,220 +11%
Charles Schwab
2
Charles Schwab
California
$248M 3,886,913 +670,234 +21%
SFG
3
Sage Financial Group
Pennsylvania
$235M 3,678,347 +28,305 +0.8%
HSA
4
HBK Sorce Advisory
Pennsylvania
$168M 2,636,729 +61,486 +2%
QI
5
QS Investors
New York
$157M 2,458,719 -165,936 -6%
AB
6
AT Bancorp
Iowa
$155M 2,422,836 -30,619 -1%
AssetMark Inc
7
AssetMark Inc
California
$91.6M 1,436,708 -367,540 -20%
Creative Planning
8
Creative Planning
Kansas
$90.8M 1,423,270 +6,665 +0.5%
FMP
9
Financial Management Professionals
Texas
$78.5M 1,230,148 -42,973 -3%
SWA
10
SFMG Wealth Advisors
Texas
$76.8M 1,203,579 +444,412 +59%
AWS
11
AJ Wealth Strategies
New York
$69.9M 1,095,695 +129,418 +13%
AA
12
Apriem Advisors
California
$66.3M 1,039,990 +56,907 +6%
EWM
13
Evermay Wealth Management
Virginia
$60.9M 954,555 -10,107 -1%
MWAC
14
Mariner Wealth Advisors (Cincinnati)
Ohio
$58M 909,648 +35,725 +4%
UCFA
15
United Capital Financial Advisors
Texas
$54M 846,776 -10,312 -1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$47.5M 714,742 +51,741 +8%
SWM
17
SVA Wealth Management
Wisconsin
$39.4M 618,476 +37,131 +6%
BC
18
Brinker Capital
Pennsylvania
$37M 579,689 +38,151 +7%
PEA
19
Pacific Edge Advisors
California
$34M 532,545 +532,545 New
CCA
20
Cobblestone Capital Advisors
New York
$33.7M 528,858 -72,381 -12%
PA
21
Planning Alternatives
Michigan
$30.9M 484,490 -10,430 -2%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$29.1M 456,126 +36,700 +9%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$27.8M 439,578 +16,489 +4%
TAT
24
TD Ameritrade Trust
Colorado
$27.7M 411,882 +14,670 +4%
AWMG
25
Alliance Wealth Management Group
New Jersey
$26.7M 417,802 -406,902 -49%
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