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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
1
DeGreen Capital Management
Arizona
$95.8M
2
Charles Schwab
2
Charles Schwab
California
$416M
3
Mariner
3
Mariner
Kansas
$88.9M
4
Bank of America
4
Bank of America
North Carolina
$56.6M
5
Creative Planning
5
Creative Planning
Kansas
$146M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.16B
2
AB
2
AT Bancorp
Iowa
$122M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$120M
4
AA
4
Apriem Advisors
California
$51.4M
5
SWA
5
SFMG Wealth Advisors
Texas
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
276
Ogorek Anthony Joseph
New York
$1.43M +$1.43M +144,006 New
BFM
277
Broadview Financial Management
Wisconsin
$1.43M -$50.4K -5,070 -3%
OFG
278
Oxford Financial Group
Indiana
$1.42M +$14.9K +1,500 +1%
TWM
279
Tanglewood Wealth Management
Texas
$1.42M +$1.42M +143,034 New
AI
280
Atria Investments
North Carolina
$1.41M -$18.5K -1,860 -1%
KWM
281
Kingsview Wealth Management
Oregon
$1.4M +$100K +10,062 +8%
MML Investors Services
282
MML Investors Services
Massachusetts
$1.38M -$1.87M -187,740 -58%
CIM
283
Contravisory Investment Management
Massachusetts
$1.34M +$1.32M +132,516 +5,634%
SBH
284
Segall Bryant & Hamill
Illinois
$1.34M -$44.7K -4,494 -3%
DSA
285
Droms Strauss Advisors
Missouri
$1.33M +$1.33M +133,380 New
SIA
286
Starfire Investment Advisers
Michigan
$1.32M +$297K +29,892 +29%
SIAS
287
Shine Investment Advisory Services
Colorado
$1.31M +$238K +23,964 +22%
ACM
288
AlphaStar Capital Management
North Carolina
$1.29M +$607K +61,050 +89%
AC
289
Abbrea Capital
California
$1.29M +$1.29M +129,324 New
MFT
290
Moisand Fitzgerald Tamayo
Florida
$1.28M +$126K +12,624 +11%
PA
291
PFG Advisors
Arizona
$1.26M +$297K +27,180 +31%
VF
292
Virtu Financial
New York
$1.24M +$1.24M +124,248 New
HI
293
Human Investing
Oregon
$1.23M +$1.23M +124,038 New
AMG
294
Asset Management Group
Connecticut
$1.23M +$18.5K +1,860 +2%
VCM
295
Vivaldi Capital Management
Illinois
$1.23M -$101K -10,158 -8%
UAS
296
United Asset Strategies
New York
$1.22M +$1.04M +105,006 +582%
PA
297
Parallel Advisors
California
$1.2M +$245K +24,684 +26%
CFMC
298
Curbstone Financial Management Corp
New Hampshire
$1.16M +$92.5K +9,300 +9%
SFS
299
Summit Financial Strategies
Ohio
$1.14M +$1.14M +114,462 New
APG
300
Abacus Planning Group
South Carolina
$1.12M -$12K -1,206 -1%
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