SCHX icon

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 %
S
301
SignatureFD
Georgia
$642K +$1.95K +180 +0.3%
PAM
302
Premier Asset Management
Illinois
$639K -$16.2K -1,500 -2%
FAG
303
Financial Advisory Group
Texas
$631K +$137K +12,696 +28%
SGCA
304
Steel Grove Capital Advisors
Tennessee
$631K +$631K +58,254 New
PP
305
Palladium Partners
Virginia
$610K +$29.6K +2,730 +5%
CA
306
Calton & Associates
Florida
$607K +$607K +53,304 New
BAM
307
Barrett Asset Management
New York
$598K – – –
HP
308
HT Partners
Connecticut
$598K – – –
RC
309
Roundview Capital
New Jersey
$598K +$36.5K +3,372 +7%
PA
310
Paracle Advisors
Washington
$588K +$975 +90 +0.2%
TL
311
TrueWealth LLC
Georgia
$581K – – –
SBA
312
Secrest Blakey & Associates
North Carolina
$578K +$31.7K +2,928 +6%
VFA
313
Valeo Financial Advisors
Indiana
$572K +$448K +39,750 +361%
W
314
Wealthfront
California
$560K -$93.9K -8,664 -14%
AFP
315
Ausdal Financial Partners
Iowa
$559K -$3.51K -324 -0.6%
IC
316
InterOcean Capital
Illinois
$555K +$187K +17,274 +51%
LRPA
317
L. Roy Papp & Associates
Arizona
$544K -$139K -12,870 -20%
PCMF
318
Private Capital Management (Florida)
Florida
$535K +$535K +49,350 New
WTC
319
WhitTier Trust Company
Nevada
$530K +$384K +35,436 +263%
CAM
320
Carret Asset Management
New York
$515K -$42.9K -3,960 -8%
BL
321
BFSG LLC
California
$515K -$11.1K -1,026 -2%
LIA
322
LBMC Investment Advisors
Tennessee
$515K +$515K +47,562 New
RPA
323
Rock Point Advisors
Vermont
$502K +$19.5K +1,800 +4%
FANJ
324
Financial Architects (New Jersey)
New Jersey
$501K +$223K +20,574 +80%
HPWM
325
Highland Private Wealth Management
Washington
$494K +$494K +45,606 New
11 12
13
14 15