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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 %
AMM
326
American Money Management
California
$457K -$33K -3,144 -7%
EAM
327
Evanson Asset Management
California
$449K -$82.9K -7,890 -16%
PCM
328
Parsons Capital Management
Rhode Island
$447K -$424K -40,266 -49%
TSS
329
Two Sigma Securities
New York
$444K -$108K -10,260 -20%
SFG
330
StrategIQ Financial Group
Indiana
$440K +$11K +1,044 +3%
HGWM
331
Harvest Group Wealth Management
Massachusetts
$438K +$126 +12 +0%
LWAC
332
Laurel Wealth Advisors (California)
California
$425K +$4.73K +450 +1%
MCP
333
Mirador Capital Partners
California
$412K +$34.8K +3,294 +9%
ACM
334
Armbruster Capital Management
New York
$405K -$9.46K -900 -2%
WI
335
Wedgewood Investors
Pennsylvania
$405K – – –
Brown Advisory
336
Brown Advisory
Maryland
$403K +$166K +15,792 +70%
GAM
337
Garrison Asset Management
Arkansas
$401K +$5.75K +546 +1%
BAC
338
Boys Arnold & Co
North Carolina
$400K -$33.5K -3,150 -8%
FWCM
339
Ferguson Wellman Capital Management
Oregon
$399K – – –
MWM
340
Marietta Wealth Management
Georgia
$396K +$3.53K +336 +0.9%
RCC
341
Red Cedar Capital
Nebraska
$393K -$20.3K -1,932 -5%
CIM
342
Contravisory Investment Management
Massachusetts
$384K -$999K -94,980 -72%
EWM
343
Evercore Wealth Management
New York
$383K – – –
NCM
344
Novare Capital Management
North Carolina
$374K +$44K +4,182 +13%
SQA
345
Simon Quick Advisors
New Jersey
$373K -$5.74K -546 -2%
NIM
346
Nicollet Investment Management
Minnesota
$372K +$16.4K +1,560 +5%
SS
347
Simplicity Solutions
Minnesota
$370K +$8.01K +762 +2%
BWP
348
BSW Wealth Partners
Colorado
$369K -$240K -22,788 -39%
EHPM
349
Emery Howard Portfolio Management
California
$363K +$3.41K +324 +0.9%
ECM
350
Ensemble Capital Management
California
$362K -$16.3K -1,548 -4%
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