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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

584 hedge funds and large institutions have $7.74B invested in Schwab US Large- Cap ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 264 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+74
Holders Change %
+14.51%
% of All Funds
13.03%
Holding in Top 10
116
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.11%
% of All Funds
2.59%
New
126
Increased
264
Reduced
143
Closed
47
Calls
$275K
Puts
–
Net Calls
+$275K
Net Calls Change
-$87K

Top Buyers

1
DCM
1
DeGreen Capital Management
Arizona
$95.8M
2
Charles Schwab
2
Charles Schwab
California
$416M
3
Mariner
3
Mariner
Kansas
$88.9M
4
Bank of America
4
Bank of America
North Carolina
$56.6M
5
Creative Planning
5
Creative Planning
Kansas
$146M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.16B
2
AB
2
AT Bancorp
Iowa
$122M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$120M
4
AA
4
Apriem Advisors
California
$51.4M
5
SWA
5
SFMG Wealth Advisors
Texas
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
226
Sheets Smith Wealth Management
North Carolina
$2.43M +$110K +11,088 +5%
MCM
227
Maxim Capital Management
California
$2.42M +$2.42M +243,522 New
EK
228
Evensky & Katz
Florida
$2.42M +$70.7K +7,110 +3%
VCAM
229
Van Cleef Asset Management
Ohio
$2.42M -$372K -37,338 -13%
BWA
230
Burt Wealth Advisors
Maryland
$2.41M +$2.14M +215,142 +803%
ECML
231
Eagle Capital Management (Louisiana)
Louisiana
$2.36M -$9.55K -960 -0.4%
LFA
232
Legend Financial Advisors
Pennsylvania
$2.33M +$2.33M +233,706 New
HCM
233
Hollencrest Capital Management
California
$2.28M +$79K +7,944 +4%
LPIC
234
LeJeune Puetz Investment Counsel
Michigan
$2.28M -$71.3K -7,164 -3%
BCP
235
Blackhawk Capital Partners
Wisconsin
$2.27M +$2.27M +227,946 New
PAG
236
Private Advisor Group
New Jersey
$2.26M +$221K +22,176 +11%
KP
237
Keel Point
Alabama
$2.24M -$5.97K -600 -0.3%
LBC
238
Lowe Brockenbrough & Co
Virginia
$2.2M +$805K +80,880 +58%
CBFP
239
Cedar Brook Financial Partners
Ohio
$2.14M +$2.14M +215,442 New
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$2.14M +$623K +62,586 +41%
NCM
241
Northwest Capital Management
Oregon
$2.1M -$352K -35,394 -14%
JG
242
Jefferies Group
New York
$2.09M +$2.09M +209,850 New
BRWA
243
B. Riley Wealth Advisors
Florida
$2.08M -$100K -10,050 -5%
VR
244
Viridian RIA
Washington
$2.02M +$239K +24,018 +13%
MWM
245
Mission Wealth Management
California
$1.98M +$612K +61,536 +45%
SCM
246
Stordahl Capital Management
Colorado
$1.98M +$1.98M +198,504 New
SPC
247
Sigma Planning Corp
Michigan
$1.97M +$11.7K +1,176 +0.6%
AIM
248
Aspen Investment Management
Michigan
$1.97M +$1.04M +104,298 +112%
MCM
249
Mengis Capital Management
Oregon
$1.96M +$84.3K +8,478 +4%
CFA
250
Cahill Financial Advisors
Minnesota
$1.9M +$317K +31,878 +20%
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