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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 %
IFS
276
Ifrah Financial Services
Arkansas
$945K +$53.4K +4,608 +6%
CCM
277
Colorado Capital Management
Colorado
$937K -$203K -17,526 -18%
CIR
278
Clear Investment Research
Georgia
$929K +$192K +16,536 +26%
AC
279
Alley Company
Illinois
$928K +$76K +6,558 +9%
NFG
280
Nations Financial Group
Iowa
$924K +$19.5K +1,686 +2%
SE
281
Summit Equities
New Jersey
$922K +$922K +79,512 New
IC
282
InterOcean Capital
Illinois
$910K +$315K +27,204 +53%
PFM
283
Phillips Financial Management
Indiana
$892K +$30.4K +2,616 +4%
Calamos Advisors
284
Calamos Advisors
Illinois
$891K -$4.66K -402 -0.5%
PMG
285
ProVise Management Group
Florida
$877K -$235K -20,322 -21%
SC
286
Slow Capital
California
$877K -$46.2K -3,984 -5%
BAMG
287
Brand Asset Management Group
Missouri
$875K – – –
EWA
288
EP Wealth Advisors
California
$873K -$131K -11,274 -13%
APSI
289
Asset Planning Services Inc
Louisiana
$867K +$94.6K +8,160 +12%
WOC
290
West Oak Capital
California
$863K -$73.7K -6,354 -8%
BCM
291
BTR Capital Management
California
$859K -$71.6K -6,180 -8%
MCWS
292
McKinley Carter Wealth Services
West Virginia
$842K -$67.9K -5,856 -7%
SAM
293
Summit Asset Management
Tennessee
$839K – – –
Stifel Financial
294
Stifel Financial
Missouri
$826K -$56.9K -4,914 -6%
S
295
SignatureFD
Georgia
$805K +$118K +10,176 +17%
CA
296
Corrado Advisors
New Jersey
$798K -$58.5K -5,052 -7%
ACM
297
AlphaStar Capital Management
North Carolina
$797K +$21.2K +1,830 +3%
TFS
298
TrustCore Financial Services
Tennessee
$792K +$41.3K +3,558 +5%
Northern Trust
299
Northern Trust
Illinois
$782K – – –
VCM
300
Versant Capital Management
Arizona
$770K +$56.2K +4,848 +8%
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12
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