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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 %
PFM
276
Phillips Financial Management
Indiana
$766K -$85.1K -8,208 -10%
Simplex Trading
277
Simplex Trading
Illinois
$762K +$156K +14,886 +26%
SAM
278
Summit Asset Management
Tennessee
$761K – – –
GC
279
Garde Capital
Washington
$757K +$125K +11,934 +20%
AC
280
Alley Company
Illinois
$754K +$11.8K +1,122 +2%
GGI
281
Godsey & Gibb Inc
Virginia
$747K +$15K +1,422 +2%
AWM
282
Altium Wealth Management
New York
$737K +$1.33K +126 +0.2%
MWM
283
Meridian Wealth Management
Kentucky
$733K +$35K +3,330 +5%
VCM
284
Versant Capital Management
Arizona
$714K -$14.8K -1,404 -2%
Northern Trust
285
Northern Trust
Illinois
$710K – – –
WCM
286
Weik Capital Management
Pennsylvania
$703K -$215K -20,400 -23%
OC
287
Oppenheimer & Co
New York
$699K +$358K +34,020 +105%
BlackRock
288
BlackRock
New York
$686K +$54.3K +5,166 +9%
NFG
289
Nations Financial Group
Iowa
$670K +$82.2K +7,818 +14%
VF
290
Virtu Financial
New York
$670K +$670K +63,684 New
CIR
291
Clear Investment Research
Georgia
$669K -$2.59K -246 -0.4%
LRPA
292
L. Roy Papp & Associates
Arizona
$663K -$37.1K -3,528 -5%
SWM
293
SigFig Wealth Management
California
$662K +$33.7K +3,210 +5%
ACM
294
AlphaStar Capital Management
North Carolina
$658K +$396K +37,728 +152%
PAM
295
Premier Asset Management
Illinois
$636K -$33.7K -3,210 -5%
W
296
Wealthfront
California
$634K +$73.6K +7,002 +13%
S
297
SignatureFD
Georgia
$621K -$820 -78 -0.1%
SFSIG
298
San Francisco Sentry Investment Group
California
$601K +$160K +15,210 +36%
TFS
299
TrustCore Financial Services
Tennessee
$582K +$81.6K +7,764 +16%
APSI
300
Asset Planning Services Inc
Louisiana
$581K +$70.9K +6,750 +14%
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