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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 %
STA
251
Summit Trail Advisors
New York
$1.01M +$1.01M +93,432 New
Goldman Sachs
252
Goldman Sachs
New York
$995K +$995K +94,620 New
SP
253
Successful Portfolios
Florida
$994K +$506K +48,084 +104%
FNBT
254
FineMark National Bank & Trust
Florida
$985K -$65.7K -6,252 -6%
LBC
255
Lowe Brockenbrough & Co
Virginia
$970K +$80.2K +7,620 +9%
FCI
256
Financial Counselors Inc
Kansas
$953K – – –
CCWA
257
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$929K -$32K -3,048 -3%
LS
258
Lattice Strategies
Pennsylvania
$918K -$24K -2,280 -3%
PSUF
259
People's United Financial
Connecticut
$917K -$139K -13,260 -13%
SC
260
Slow Capital
California
$899K +$899K +85,464 New
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$887K +$21.6K +2,052 +2%
PWM
262
Perigon Wealth Management
California
$886K -$3.34K -318 -0.4%
AIM
263
Aspen Investment Management
Michigan
$883K +$237K +22,542 +37%
CHA
264
Carmichael Hill & Associates
Maryland
$867K +$99.9K +9,504 +13%
IFS
265
Ifrah Financial Services
Arkansas
$849K -$63.7K -6,066 -7%
BCM
266
BTR Capital Management
California
$838K -$28.4K -2,700 -3%
PAM
267
Peak Asset Management
Colorado
$835K +$448K +42,630 +116%
WOC
268
West Oak Capital
California
$820K +$820K +77,988 New
EWA
269
EP Wealth Advisors
California
$810K -$7.35M -699,402 -90%
CA
270
Corrado Advisors
New Jersey
$801K -$600K -57,096 -43%
MCWS
271
McKinley Carter Wealth Services
West Virginia
$786K +$23.9K +2,274 +3%
MIH
272
Madison Investment Holdings
Wisconsin
$785K +$153K +14,526 +24%
Calamos Advisors
273
Calamos Advisors
Illinois
$784K +$12.9K +1,224 +2%
PAG
274
Private Advisor Group
New Jersey
$772K -$676K -64,254 -47%
PA
275
Parallel Advisors
California
$768K +$20.3K +1,932 +3%
9 10
11
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