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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
+$65.2M
2
Charles Schwab
Charles Schwab
California
+$57.8M
3
Creative Planning
Creative Planning
Kansas
+$52.5M
4
AssetMark Inc
AssetMark Inc
California
+$34.2M
5
QI
QS Investors
New York
+$18.7M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
-$24.5M
2
DWM
Destination Wealth Management
California
-$20.7M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$20.6M
4
EWA
EP Wealth Advisors
California
-$7.35M
5
SFS
Strategic Financial Services
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Barrett Asset Management
New York
$580K – – –
HP
302
HT Partners
Connecticut
$578K – – –
BAM
303
Belpointe Asset Management
Nevada
$572K +$109K +10,314 +23%
PA
304
Paracle Advisors
Washington
$569K -$48K -4,572 -8%
RCG
305
Ruggie Capital Group
Florida
$565K +$440K +41,922 +354%
TL
306
TrueWealth LLC
Georgia
$564K +$2.14K +204 +0.4%
PP
307
Palladium Partners
Virginia
$563K -$18K -1,716 -3%
SIAS
308
Shine Investment Advisory Services
Colorado
$554K – – –
AFP
309
Ausdal Financial Partners
Iowa
$546K +$441 +42 +0.1%
RC
310
Roundview Capital
New Jersey
$545K +$47.6K +4,530 +10%
CAM
311
Carret Asset Management
New York
$541K +$30.9K +2,940 +6%
DWM
312
Destination Wealth Management
California
$540K -$20.7M -913,434 -97%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$534K +$23K +2,190 +5%
SBA
314
Secrest Blakey & Associates
North Carolina
$531K -$131K -12,498 -20%
AWM
315
AE Wealth Management
Kansas
$520K -$16.2K -1,542 -3%
FTIOP
316
Fiduciary Trust International of Pennsylvania
Pennsylvania
$515K – – –
PA
317
PFG Advisors
Arizona
$512K +$84.9K +8,082 +20%
BL
318
BFSG LLC
California
$511K -$19.7K -1,872 -4%
RWA
319
RGT Wealth Advisors
Texas
$503K -$198K -18,846 -28%
BSW
320
Buckingham Strategic Wealth
Missouri
$497K +$1.83K +174 +0.4%
FAG
321
Financial Advisory Group
Texas
$479K +$28.4K +2,700 +6%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$471K +$95.3K +9,054 +25%
RPA
323
Rock Point Advisors
Vermont
$469K -$82K -7,800 -15%
DSC
324
Duncker Streett & Co
Missouri
$463K +$101K +9,654 +28%
TCM
325
Twele Capital Management
Minnesota
$462K +$24.6K +2,340 +6%
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