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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 %
PAM
251
Peak Asset Management
Colorado
$1.1M +$236K +21,822 +27%
CM
252
Cornerstone Management
Georgia
$1.1M – – –
PA
253
Pinnacle Associates
New York
$1.09M -$22K -2,028 -2%
WCM
254
Wealthcare Capital Management
Virginia
$1.08M – – –
SWP
255
Stratos Wealth Partners
Ohio
$1.07M -$60.6K -5,598 -5%
CCM
256
Colorado Capital Management
Colorado
$1.07M -$125K -11,568 -11%
PSUF
257
People's United Financial
Connecticut
$1.07M +$120K +11,100 +13%
SFG
258
SNS Financial Group
Minnesota
$1.06M -$267K -24,654 -20%
FNBT
259
FineMark National Bank & Trust
Florida
$1.02M – – –
SIAS
260
Shine Investment Advisory Services
Colorado
$970K +$400K +36,918 +70%
AIM
261
Aspen Investment Management
Michigan
$956K +$45.8K +4,224 +5%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$944K -$13.3K -1,230 -1%
EWA
263
EP Wealth Advisors
California
$938K +$103K +9,492 +12%
LS
264
Lattice Strategies
Pennsylvania
$929K -$17.6K -1,620 -2%
CHA
265
Carmichael Hill & Associates
Maryland
$895K +$1.37K +126 +0.2%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$886K -$26.9K -2,484 -3%
SEIA
267
Signature Estate & Investment Advisors
California
$877K -$3.35M -309,294 -79%
WOC
268
West Oak Capital
California
$875K +$30.2K +2,784 +4%
BCM
269
BTR Capital Management
California
$870K +$5.72K +528 +0.7%
SC
270
Slow Capital
California
$863K -$63.1K -5,820 -7%
MCWS
271
McKinley Carter Wealth Services
West Virginia
$850K +$40.2K +3,714 +5%
NFG
272
Nations Financial Group
Iowa
$845K +$155K +14,316 +22%
Calamos Advisors
273
Calamos Advisors
Illinois
$837K +$29.6K +2,730 +4%
IFS
274
Ifrah Financial Services
Arkansas
$833K -$42.5K -3,924 -5%
Stifel Financial
275
Stifel Financial
Missouri
$825K +$825K +76,200 New
9 10
11
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