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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 %
HIC
351
Holderness Investments Company
North Carolina
$358K +$14.8K +1,404 +4%
IC
352
InterOcean Capital
Illinois
$358K +$46.5K +4,416 +15%
BFG
353
Bouchey Financial Group
New York
$357K -$5.83M -554,958 -94%
BJL
354
Brighton Jones LLC
Washington
$353K -$32.4K -3,078 -8%
GIA
355
GHP Investment Advisors
Colorado
$344K +$1.58K +150 +0.5%
Comerica Bank
356
Comerica Bank
Texas
$338K – – –
HIC
357
Hartline Investment Corp
Illinois
$337K +$3.15K +300 +0.9%
OCM
358
One Capital Management
California
$331K -$2.02K -192 -0.6%
Jones Financial Companies
359
Jones Financial Companies
Missouri
$324K -$83.6K -7,956 -21%
CG
360
Caprock Group
Idaho
$322K – – –
FF
361
Friedenthal Financial
New Jersey
$321K -$41.1K -3,912 -11%
PWW
362
Pettyjohn Wood & White
Virginia
$308K +$49.6K +4,722 +19%
BFC
363
Bedel Financial Consulting
Indiana
$300K – – –
H
364
HoyleCohen
California
$298K -$1.96K -186 -0.7%
FIAS
365
FinTrust Investment Advisory Services
South Carolina
$289K -$232K -22,068 -45%
CWM
366
Confluence Wealth Management
Oregon
$275K – – –
DIA
367
Davidson Investment Advisors
Montana
$271K – – –
FANJ
368
Financial Architects (New Jersey)
New Jersey
$270K -$26.4K -2,508 -9%
SPC
369
Stewart & Patten Company
California
$267K +$4.23K +402 +2%
PP
370
PDS Planning
Ohio
$262K +$262K +24,948 New
KA
371
Kovack Advisors
Florida
$254K +$254K +24,180 New
AIA
372
Armor Investment Advisors
North Carolina
$252K -$51K -4,854 -17%
PO
373
Private Ocean
California
$251K +$7.76K +738 +3%
BWA
374
Burt Wealth Advisors
Maryland
$248K – – –
WPW
375
Waldron Private Wealth
Pennsylvania
$245K -$119K -11,376 -33%
13 14
15
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