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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 %
PWW
326
Pettyjohn Wood & White
Virginia
$489K +$172K +15,870 +54%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$476K -$8.38K -774 -2%
TCM
328
Twele Capital Management
Minnesota
$476K – – –
BSW
329
Buckingham Strategic Wealth
Missouri
$467K -$46K -4,242 -9%
EAM
330
Evanson Asset Management
California
$463K – – –
HGWM
331
Harvest Group Wealth Management
Massachusetts
$451K -$1.17K -108 -0.3%
AMM
332
American Money Management
California
$450K -$21.3K -1,962 -5%
HA
333
Harborview Advisors
Maine
$448K +$200K +18,498 +81%
SFG
334
StrategIQ Financial Group
Indiana
$444K -$9.56K -882 -2%
GAM
335
Garrison Asset Management
Arkansas
$436K +$23.3K +2,148 +6%
SMC
336
Smith, Moore & Co
Missouri
$435K +$435K +40,170 New
MCP
337
Mirador Capital Partners
California
$433K +$10.1K +936 +2%
BAC
338
Boys Arnold & Co
North Carolina
$427K +$19.5K +1,800 +5%
PCM
339
Parsons Capital Management
Rhode Island
$424K -$35.9K -3,312 -8%
ACM
340
Armbruster Capital Management
New York
$418K – – –
WI
341
Wedgewood Investors
Pennsylvania
$417K – – –
FWCM
342
Ferguson Wellman Capital Management
Oregon
$411K – – –
LWAC
343
Laurel Wealth Advisors (California)
California
$405K -$32.2K -2,982 -7%
Brown Advisory
344
Brown Advisory
Maryland
$405K -$9.74K -900 -2%
RCC
345
Red Cedar Capital
Nebraska
$405K – – –
BJL
346
Brighton Jones LLC
Washington
$397K +$33.4K +3,084 +9%
EWM
347
Evercore Wealth Management
New York
$394K – – –
BWP
348
BSW Wealth Partners
Colorado
$389K +$9.29K +858 +2%
NCM
349
Novare Capital Management
North Carolina
$384K -$1.17K -108 -0.3%
NIM
350
Nicollet Investment Management
Minnesota
$383K +$325 +30 +0.1%
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