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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 %
PAM
301
Peak Asset Management
Colorado
$1.1M +$1.13K +114 +0.1%
WIC
302
Whitegate Investment Counselors
New Hampshire
$1.08M +$71.9K +7,224 +7%
WOC
303
West Oak Capital
California
$1.08M +$335K +33,666 +45%
FCI
304
Financial Counselors Inc
Kansas
$1.07M +$43.2K +4,338 +4%
CAN
305
Cetera Advisor Networks
California
$1.06M -$36.3K -3,648 -3%
BPWA
306
Beacon Pointe Wealth Advisors
California
$1.06M +$1.06M +106,698 New
Chevy Chase Trust
307
Chevy Chase Trust
Maryland
$1.05M +$1.05M +105,672 New
TW
308
Transform Wealth
Colorado
$1.05M – – –
SWP
309
Stratos Wealth Partners
Ohio
$1.04M +$79.6K +7,998 +8%
EWA
310
EP Wealth Advisors
California
$1.01M +$263K +26,382 +35%
CHA
311
Carmichael Hill & Associates
Maryland
$1M +$64.3K +6,456 +7%
GAM
312
Garrison Asset Management
Arkansas
$998K +$598K +60,042 +149%
WCM
313
Wealthcare Capital Management
Virginia
$996K – – –
BP
314
BBR Partners
New York
$977K +$977K +98,154 New
GSIS
315
Global Strategic Investment Solutions
Arizona
$975K +$975K +97,962 New
SFG
316
SNS Financial Group
Minnesota
$962K +$13K +1,302 +1%
BAMG
317
Brand Asset Management Group
Missouri
$943K +$193K +19,374 +26%
CCG
318
Cypress Capital Group
Florida
$939K -$31.1K -3,120 -3%
BFG
319
Bouchey Financial Group
New York
$932K +$646K +64,962 +226%
VCWA
320
Vanguard Capital Wealth Advisors
Colorado
$929K -$281K -28,242 -23%
PSUF
321
People's United Financial
Connecticut
$926K -$60.8K -6,102 -6%
TF
322
TIAA FSB
Florida
$919K +$45.9K +4,614 +5%
RCA
323
Reitz Capital Advisors
Michigan
$915K +$915K +92,010 New
OC
324
Oppenheimer & Co
New York
$914K +$265K +26,604 +41%
MWM
325
Meridian Wealth Management
Kentucky
$905K +$74.9K +7,524 +9%
11 12
13
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