SCHX icon

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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.16B
2
AB
AT Bancorp
Iowa
$122M
3
HSA
HBK Sorce Advisory
Pennsylvania
$120M
4
AA
Apriem Advisors
California
$51.4M
5
SWA
SFMG Wealth Advisors
Texas
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
251
Econ Financial Services
Pennsylvania
$1.87M +$1.87M +187,884 New
GC
252
Garde Capital
Washington
$1.86M -$6.63K -666 -0.4%
SBL
253
Sargent Bickham Lagudis
Colorado
$1.86M -$5.48M -550,458 -75%
WWM
254
Windsor Wealth Management
Indiana
$1.86M -$199K -19,968 -10%
MCM
255
Mainstay Capital Management
Michigan
$1.82M +$148K +14,904 +9%
Bank of New York Mellon
256
Bank of New York Mellon
New York
$1.77M – – –
SWM
257
Stockman Wealth Management
Montana
$1.73M +$126K +12,672 +8%
SIC
258
Sigma Investment Counselors
Michigan
$1.73M +$152K +15,282 +10%
VDFA
259
Vickerman & Driscoll Financial Advisors
Washington
$1.7M -$24.5K -2,466 -1%
WWM
260
Western Wealth Management
Colorado
$1.69M +$1.69M +169,524 New
VBFG
261
Vishria Bird Financial Group
Tennessee
$1.66M +$239K +23,982 +17%
CA
262
Capital Advantage
California
$1.66M +$278K +27,930 +20%
CA
263
Clearstead Advisors
Ohio
$1.65M -$217K -21,810 -12%
GC
264
Grimes & Company
Massachusetts
$1.63M +$23.6K +2,376 +1%
LYV
265
Live Your Vision
Pennsylvania
$1.63M +$408K +39,552 +34%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$1.62M -$42.6K -4,284 -3%
TF
267
Trek Financial
Arizona
$1.61M +$1.61M +161,826 New
SWM
268
SeaCrest Wealth Management
New York
$1.59M +$115K +11,514 +8%
FRA
269
Front Row Advisors
California
$1.58M +$4.07K +408 +0.3%
CCWA
270
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M +$752K +75,546 +92%
KFA
271
Kays Financial Advisory
Georgia
$1.55M +$1.55M +155,364 New
EVC
272
Eidelman Virant Capital
Missouri
$1.53M +$178K +17,862 +13%
JWA
273
JFS Wealth Advisors
Pennsylvania
$1.5M +$8.3K +834 +0.6%
TSWM
274
Triangle Securities Wealth Management
North Carolina
$1.5M +$229K +23,034 +18%
IC
275
InterOcean Capital
Illinois
$1.5M +$716K +71,988 +92%
9 10
11
12 13