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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 %
PWW
326
Pettyjohn Wood & White
Virginia
$591K +$67.2K +5,790 +13%
NIM
327
Nicollet Investment Management
Minnesota
$585K +$175K +15,060 +43%
LRPA
328
L. Roy Papp & Associates
Arizona
$582K – – –
PCMF
329
Private Capital Management (Florida)
Florida
$572K – – –
SEIA
330
Signature Estate & Investment Advisors
California
$566K -$373K -32,172 -40%
HA
331
Harborview Advisors
Maine
$564K +$84.8K +7,320 +18%
SFG
332
StrategIQ Financial Group
Indiana
$557K +$81.9K +7,062 +17%
PFA
333
Pinnacle Family Advisors
Missouri
$549K -$4.17M -359,418 -88%
CW
334
CreativeOne Wealth
Kansas
$540K +$540K +46,596 New
CAM
335
Carret Asset Management
New York
$537K -$13.9K -1,200 -3%
WTC
336
WhitTier Trust Company
Nevada
$534K -$33.1K -2,850 -6%
LWAC
337
Laurel Wealth Advisors (California)
California
$529K +$95K +8,208 +22%
HPWM
338
Highland Private Wealth Management
Washington
$527K -$1.39K -120 -0.3%
PA
339
Paracle Advisors
Washington
$525K -$104K -8,988 -17%
RPA
340
Rock Point Advisors
Vermont
$525K -$12.5K -1,080 -2%
FANJ
341
Financial Architects (New Jersey)
New Jersey
$524K -$11.9K -1,026 -2%
VFA
342
Valeo Financial Advisors
Indiana
$522K -$25.4K -2,358 -5%
BL
343
BFSG LLC
California
$521K -$30K -2,586 -5%
WP
344
WealthPLAN Partners
Nebraska
$507K +$219K +20,832 +76%
TCM
345
Twele Capital Management
Minnesota
$497K -$12.2K -1,056 -2%
EAM
346
Evanson Asset Management
California
$496K +$139 +12 +0%
PCA
347
Personal Capital Advisors
California
$477K -$285K -24,534 -37%
BJL
348
Brighton Jones LLC
Washington
$471K +$46K +3,960 +11%
GAM
349
Garrison Asset Management
Arkansas
$466K -$556 -48 -0.1%
SMC
350
Smith, Moore & Co
Missouri
$466K – – –
12 13
14
15 16