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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 %
TW
251
Transform Wealth
Colorado
$1.22M – – –
LNC
252
Lincoln National Corp
Pennsylvania
$1.21M -$4.73K -408 -0.4%
FCI
253
Financial Counselors Inc
Kansas
$1.2M – – –
SIA
254
Starfire Investment Advisers
Michigan
$1.19M -$167K -14,376 -12%
FTS
255
Fifth Third Securities
Ohio
$1.19M +$1.19M +102,558 New
SG Americas Securities
256
SG Americas Securities
New York
$1.18M -$626K -54,042 -35%
WIC
257
Whitegate Investment Counselors
New Hampshire
$1.18M -$16.6K -1,428 -1%
WCM
258
Wealthcare Capital Management
Virginia
$1.16M – – –
SP
259
Successful Portfolios
Florida
$1.16M -$52.7K -4,548 -4%
PSUF
260
People's United Financial
Connecticut
$1.15M +$9.25K +798 +0.8%
CCG
261
Cypress Capital Group
Florida
$1.13M +$914K +78,870 +425%
PA
262
Pinnacle Associates
New York
$1.13M -$41.5K -3,582 -4%
SWP
263
Stratos Wealth Partners
Ohio
$1.12M -$25.9K -2,232 -2%
PA
264
Parallel Advisors
California
$1.11M +$248K +21,390 +29%
SFG
265
SNS Financial Group
Minnesota
$1.11M -$28.2K -2,430 -2%
CHA
266
Carmichael Hill & Associates
Maryland
$1.09M +$134K +11,520 +14%
AIM
267
Aspen Investment Management
Michigan
$1.08M +$58.6K +5,052 +6%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$1.07M +$561K +48,420 +110%
PWM
269
Perigon Wealth Management
California
$1.03M -$582K -50,220 -36%
TF
270
TIAA FSB
Florida
$1.02M -$173K -14,916 -15%
FNBT
271
FineMark National Bank & Trust
Florida
$990K -$96.1K -8,292 -9%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$983K +$34.1K +2,940 +4%
MWM
273
Meridian Wealth Management
Kentucky
$967K +$85.2K +7,350 +10%
PA
274
PFG Advisors
Arizona
$962K +$297K +27,300 +45%
CCWA
275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$949K -$61.6K -5,310 -6%
9 10
11
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