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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

488 hedge funds and large institutions have $6.38B invested in Schwab US Large- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+31
Holders Change %
+6.78%
% of All Funds
11.19%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
2.04%
New
56
Increased
230
Reduced
131
Closed
22
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
-$1.92M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
Charles Schwab
California
$352M
3
TCM
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Jane Street
Jane Street
New York
$4.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +126,780 New
VCM
227
Vivaldi Capital Management
Illinois
$1.37M +$12.5K +1,152 +0.9%
KWM
228
Kingsview Wealth Management
Oregon
$1.36M -$49.8K -4,596 -4%
CWS
229
Cypress Wealth Services
California
$1.32M +$167K +15,432 +15%
AMG
230
Asset Management Group
Connecticut
$1.31M +$9.1K +840 +0.7%
HCM
231
Hollencrest Capital Management
California
$1.28M -$16.1K -1,482 -1%
GC
232
Garde Capital
Washington
$1.27M +$494K +45,570 +63%
SIA
233
Starfire Investment Advisers
Michigan
$1.27M -$13.3K -1,230 -1%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$1.27M -$5.26K -486 -0.4%
LYV
235
Live Your Vision
Pennsylvania
$1.27M +$132K +11,904 +12%
BAM
236
Belpointe Asset Management
Nevada
$1.25M +$661K +61,068 +112%
MWM
237
Mission Wealth Management
California
$1.23M +$180K +16,662 +17%
APG
238
Abacus Planning Group
South Carolina
$1.21M -$11K -1,014 -0.9%
CFMC
239
Curbstone Financial Management Corp
New Hampshire
$1.2M +$56.5K +5,220 +5%
AI
240
Atria Investments
North Carolina
$1.18M -$269K -24,816 -19%
VCWA
241
Vanguard Capital Wealth Advisors
Colorado
$1.18M +$20.5K +1,890 +2%
CAN
242
Cetera Advisor Networks
California
$1.16M -$24.4K -2,250 -2%
TW
243
Transform Wealth
Colorado
$1.14M – – –
LNC
244
Lincoln National Corp
Pennsylvania
$1.14M -$10.1K -930 -0.9%
SP
245
Successful Portfolios
Florida
$1.13M +$105K +9,714 +10%
WIC
246
Whitegate Investment Counselors
New Hampshire
$1.12M +$48.7K +4,494 +5%
FCI
247
Financial Counselors Inc
Kansas
$1.12M +$135K +12,420 +14%
TF
248
TIAA FSB
Florida
$1.11M -$29.5K -2,724 -3%
LBC
249
Lowe Brockenbrough & Co
Virginia
$1.1M +$104K +9,600 +10%
Millennium Management
250
Millennium Management
New York
$1.1M -$221K -20,382 -17%
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