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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

457 hedge funds and large institutions have $5.92B invested in Schwab US Large- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 145 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+5
Holders Change %
+1.11%
% of All Funds
10.49%
Holding in Top 10
86
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.88%
% of All Funds
1.97%
New
43
Increased
225
Reduced
145
Closed
36
Calls
$2.75M
Puts
$303K
Net Calls
+$2.45M
Net Calls Change
+$1.92M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.3B
2
Charles Schwab
Charles Schwab
California
$303M
3
Creative Planning
Creative Planning
Kansas
$142M
4
AssetMark Inc
AssetMark Inc
California
$125M
5
QI
QS Investors
New York
$174M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
DWM
Destination Wealth Management
California
$540K
3
HSA
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
EP Wealth Advisors
California
$810K
5
SFS
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$1.24M -$67K -6,372 -5%
MFT
227
Moisand Fitzgerald Tamayo
Florida
$1.24M -$74.3K -7,068 -6%
NWS
228
Newport Wealth Strategies
California
$1.22M -$33.9K -3,228 -3%
APG
229
Abacus Planning Group
South Carolina
$1.18M -$32.6K -3,102 -3%
DSN
230
D. Scott Neal
Kentucky
$1.16M +$401K +38,118 +53%
UAS
231
United Asset Strategies
New York
$1.16M +$69.1K +6,576 +6%
CCM
232
Colorado Capital Management
Colorado
$1.16M +$234K +22,302 +25%
WP
233
WealthSource Partners
California
$1.15M -$2.23M -212,100 -66%
CAN
234
Cetera Advisor Networks
California
$1.15M -$226K -21,450 -16%
PCA
235
Personal Capital Advisors
California
$1.11M -$6.03M -573,384 -84%
LNC
236
Lincoln National Corp
Pennsylvania
$1.11M -$653K -62,160 -37%
CWS
237
Cypress Wealth Services
California
$1.11M +$186K +17,646 +20%
TF
238
TIAA FSB
Florida
$1.11M -$60.4K -5,742 -5%
VCWA
239
Vanguard Capital Wealth Advisors
Colorado
$1.11M +$295K +28,446 +36%
TW
240
Transform Wealth
Colorado
$1.11M – – –
CFMC
241
Curbstone Financial Management Corp
New Hampshire
$1.11M +$549K +52,254 +99%
LYV
242
Live Your Vision
Pennsylvania
$1.1M +$67.7K +6,312 +7%
SWP
243
Stratos Wealth Partners
Ohio
$1.1M +$375K +35,640 +52%
PA
244
Pinnacle Associates
New York
$1.08M -$102K -9,690 -9%
CM
245
Cornerstone Management
Georgia
$1.06M +$1.06M +101,136 New
WCM
246
Wealthcare Capital Management
Virginia
$1.05M -$341K -32,466 -24%
ASN
247
Advisory Services Network
Georgia
$1.05M +$797K +75,786 +320%
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.04M +$289K +27,516 +38%
WIC
249
Whitegate Investment Counselors
New Hampshire
$1.04M -$3.22K -306 -0.3%
MWM
250
Mission Wealth Management
California
$1.01M +$441K +41,922 +77%
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