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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
$988M
2
CSIA
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.4M
4
BTS
BB&T Securities
Virginia
$40.9M
5
PFG
Piershale Financial Group
Illinois
$29M

Top Sellers

1
QI
QS Investors
New York
$169M
2
FC
Financial Consulate
Maryland
$3.97M
3
MFS
Monetta Financial Services
Illinois
$0
4
PFC
Phocas Financial Corp
California
$6.53M
5
KM
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
301
Premier Asset Management
Illinois
$770K +$86.2K +7,440 +13%
OC
302
Oppenheimer & Co
New York
$756K -$15.4K -1,326 -2%
BlackRock
303
BlackRock
New York
$751K +$17.5K +1,512 +2%
AWM
304
Altium Wealth Management
New York
$749K +$461K +39,714 +160%
SWM
305
SigFig Wealth Management
California
$737K +$15.8K +1,362 +2%
RC
306
Roundview Capital
New Jersey
$732K +$91.5K +7,890 +14%
MIH
307
Madison Investment Holdings
Wisconsin
$727K -$129K -11,136 -15%
LS
308
Lattice Strategies
Pennsylvania
$719K -$275K -23,700 -28%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$710K -$102K -8,778 -13%
SFSIG
310
San Francisco Sentry Investment Group
California
$707K +$7.3K +630 +1%
ASN
311
Advisory Services Network
Georgia
$704K +$31.8K +2,742 +5%
SGCA
312
Steel Grove Capital Advisors
Tennessee
$685K +$9.26K +798 +1%
CA
313
Calton & Associates
Florida
$658K +$39.8K +3,432 +6%
PP
314
Palladium Partners
Virginia
$650K -$2.43K -210 -0.4%
BAM
315
Barrett Asset Management
New York
$647K +$6.96K +600 +1%
HP
316
HT Partners
Connecticut
$641K – – –
W
317
Wealthfront
California
$635K +$35.8K +3,090 +6%
SBA
318
Secrest Blakey & Associates
North Carolina
$630K +$11K +948 +2%
NWS
319
Newport Wealth Strategies
California
$629K -$56.8K -5,268 -8%
TL
320
TrueWealth LLC
Georgia
$625K +$2.64K +228 +0.4%
AFP
321
Ausdal Financial Partners
Iowa
$613K +$14.7K +1,266 +2%
BSW
322
Buckingham Strategic Wealth
Missouri
$612K +$113K +9,762 +23%
FAG
323
Financial Advisory Group
Texas
$602K -$74.1K -6,390 -11%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$602K +$272K +23,478 +83%
LIA
325
LBMC Investment Advisors
Tennessee
$600K +$48.5K +4,182 +9%
11 12
13
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