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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
+$141M
2
Charles Schwab
Charles Schwab
California
+$39.6M
3
TCM
Towercrest Capital Management
Pennsylvania
+$23.2M
4
UBS Group
UBS Group
Switzerland
+$14.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.2M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$37.4M
2
Creative Planning
Creative Planning
Kansas
-$27.6M
3
Jane Street
Jane Street
New York
-$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.4M
5
TCM
Tradewinds Capital Management
Washington
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Meridian Wealth Management
Kentucky
$824K +$68.3K +6,306 +9%
BAMG
277
Brand Asset Management Group
Missouri
$817K +$817K +75,438 New
PA
278
Parallel Advisors
California
$809K +$18.5K +1,704 +2%
PFM
279
Phillips Financial Management
Indiana
$805K +$2.35K +216 +0.3%
CA
280
Corrado Advisors
New Jersey
$800K -$24.4K -2,256 -3%
MIH
281
Madison Investment Holdings
Wisconsin
$799K -$8.83K -816 -1%
AC
282
Alley Company
Illinois
$796K +$19.6K +1,812 +3%
SAM
283
Summit Asset Management
Tennessee
$784K – – –
GGI
284
Godsey & Gibb Inc
Virginia
$784K +$14.6K +1,344 +2%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$758K +$208K +19,242 +38%
Northern Trust
286
Northern Trust
Illinois
$731K – – –
ACM
287
AlphaStar Capital Management
North Carolina
$724K +$46.4K +4,290 +7%
OC
288
Oppenheimer & Co
New York
$721K +$780 +72 +0.1%
APSI
289
Asset Planning Services Inc
Louisiana
$721K +$122K +11,280 +20%
PCA
290
Personal Capital Advisors
California
$711K -$437K -40,302 -38%
DSC
291
Duncker Streett & Co
Missouri
$705K +$227K +20,988 +48%
TFS
292
TrustCore Financial Services
Tennessee
$701K +$101K +9,348 +17%
NWS
293
Newport Wealth Strategies
California
$689K -$566K -52,308 -45%
BlackRock
294
BlackRock
New York
$685K -$22K -2,028 -3%
SWM
295
SigFig Wealth Management
California
$674K -$8.52K -786 -1%
CIR
296
Clear Investment Research
Georgia
$669K – – –
VCM
297
Versant Capital Management
Arizona
$667K -$68.5K -6,324 -9%
PA
298
PFG Advisors
Arizona
$661K +$133K +12,300 +25%
ASN
299
Advisory Services Network
Georgia
$656K -$470K -41,520 -42%
SFSIG
300
San Francisco Sentry Investment Group
California
$654K +$34.5K +3,180 +6%
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