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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

510 hedge funds and large institutions have $8.18B invested in Schwab US Large- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
11.68%
Holding in Top 10
95
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.74%
% of All Funds
2.18%
New
46
Increased
251
Reduced
161
Closed
23
Calls
$362K
Puts
–
Net Calls
+$362K
Net Calls Change
-$164K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$987M
2
CSIA
Charles Schwab Investment Advisory
California
+$110M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.4M
4
BTS
BB&T Securities
Virginia
+$39.2M
5
PFG
Piershale Financial Group
Illinois
+$29M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
FC
Financial Consulate
Maryland
-$13.5M
3
MFS
Monetta Financial Services
Illinois
-$7.8M
4
PFC
Phocas Financial Corp
California
-$6.49M
5
KM
Kalos Management
Georgia
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
226
Cantor Fitzgerald Investment Advisors
New York
$1.69M -$18.2K -1,572 -1%
AI
227
Atria Investments
North Carolina
$1.66M +$403K +34,728 +32%
VBFG
228
Vishria Bird Financial Group
Tennessee
$1.65M +$40.8K +3,516 +3%
OFG
229
Oxford Financial Group
Indiana
$1.64M +$169K +14,544 +11%
LBC
230
Lowe Brockenbrough & Co
Virginia
$1.63M +$445K +38,400 +38%
SBH
231
Segall Bryant & Hamill
Illinois
$1.61M +$22.9K +1,974 +1%
TCM
232
Tradewinds Capital Management
Washington
$1.61M +$1.3M +111,816 +420%
CA
233
Capital Advantage
California
$1.6M +$46.1K +3,978 +3%
MWM
234
Mission Wealth Management
California
$1.59M +$279K +24,102 +21%
OIA
235
OneDigital Investment Advisors
Kansas
$1.58M -$59.5K -5,136 -4%
EVC
236
Eidelman Virant Capital
Missouri
$1.57M +$1.57M +135,048 +22,508%
VCM
237
Vivaldi Capital Management
Illinois
$1.55M +$78.5K +6,768 +5%
KWM
238
Kingsview Wealth Management
Oregon
$1.52M +$57.5K +4,962 +4%
TSWM
239
Triangle Securities Wealth Management
North Carolina
$1.48M +$6.61K +570 +0.4%
CWS
240
Cypress Wealth Services
California
$1.41M +$7.37K +636 +0.5%
AMG
241
Asset Management Group
Connecticut
$1.41M +$6.47K +558 +0.5%
VCWA
242
Vanguard Capital Wealth Advisors
Colorado
$1.41M +$152K +13,098 +12%
3C
243
361 Capital
Colorado
$1.39M -$87.6K -7,560 -6%
LYV
244
Live Your Vision
Pennsylvania
$1.37M +$42.3K +3,648 +3%
MFT
245
Moisand Fitzgerald Tamayo
Florida
$1.34M -$12.8K -1,104 -0.9%
APG
246
Abacus Planning Group
South Carolina
$1.31M +$24K +2,070 +2%
CAN
247
Cetera Advisor Networks
California
$1.28M +$42.3K +3,648 +3%
PAM
248
Peak Asset Management
Colorado
$1.28M +$106K +9,114 +9%
SIAS
249
Shine Investment Advisory Services
Colorado
$1.25M +$207K +17,820 +20%
CFMC
250
Curbstone Financial Management Corp
New Hampshire
$1.24M -$38.3K -3,300 -3%
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