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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 %
IAA
326
Independent Advisor Alliance
North Carolina
$895K +$895K +83,010 New
FA
327
Financial Advisors
Massachusetts
$894K +$894K +89,856 New
FAG
328
Financial Advisory Group
Texas
$883K +$367K +36,840 +71%
SF
329
Summit Financial
New Jersey
$876K +$876K +87,990 New
PWM
330
Perigon Wealth Management
California
$871K -$71.5K -6,750 -8%
PA
331
Pinnacle Associates
New York
$868K -$99.3K -9,972 -10%
AIS
332
American Investment Services
Massachusetts
$866K +$640K +64,290 +282%
BPA
333
Beacon Pointe Advisors
California
$857K +$857K +86,214 New
NFG
334
Nations Financial Group
Iowa
$846K +$52.8K +5,304 +7%
3C
335
361 Capital
Colorado
$843K -$351K -35,310 -29%
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$838K -$5.85K -588 -0.7%
IFS
337
Ifrah Financial Services
Arkansas
$825K +$14.1K +1,416 +2%
AC
338
Alley Company
Illinois
$812K +$14.9K +1,500 +2%
SP
339
Successful Portfolios
Florida
$803K -$189K -18,978 -19%
CIR
340
Clear Investment Research
Georgia
$803K +$5.55K +558 +0.7%
Calamos Advisors
341
Calamos Advisors
Illinois
$799K +$34K +3,420 +4%
BSW
342
Buckingham Strategic Wealth
Missouri
$791K +$265K +26,616 +50%
Deutsche Bank
343
Deutsche Bank
Germany
$787K +$787K +79,152 New
Stifel Financial
344
Stifel Financial
Missouri
$783K +$72.9K +7,314 +10%
FNBT
345
FineMark National Bank & Trust
Florida
$778K -$71.3K -7,170 -8%
W
346
Wealthquest
Ohio
$776K +$776K +78,018 New
APSI
347
Asset Planning Services Inc
Louisiana
$774K +$30.4K +3,060 +4%
SC
348
Slow Capital
California
$769K +$16K +1,608 +2%
CA
349
Calton & Associates
Florida
$768K +$203K +20,430 +36%
PFM
350
Phillips Financial Management
Indiana
$765K +$1.14K +114 +0.1%
12 13
14
15 16