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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 %
MWM
351
Marietta Wealth Management
Georgia
$381K -$27K -2,490 -7%
HIC
352
Holderness Investments Company
North Carolina
$377K +$8.58K +792 +2%
EHPM
353
Emery Howard Portfolio Management
California
$374K – – –
Comerica Bank
354
Comerica Bank
Texas
$373K +$20.1K +1,800 +6%
WCM
355
Weik Capital Management
Pennsylvania
$370K -$354K -32,700 -49%
CCA
356
Clearwater Capital Advisors
Illinois
$367K +$121K +11,190 +49%
GIA
357
GHP Investment Advisors
Colorado
$357K +$2.79K +258 +0.8%
HIC
358
Hartline Investment Corp
Illinois
$351K +$3.06K +282 +0.9%
SQA
359
Simon Quick Advisors
New Jersey
$341K -$42.9K -3,960 -11%
OCM
360
One Capital Management
California
$341K – – –
BFC
361
Bedel Financial Consulting
Indiana
$338K +$29K +2,676 +9%
CG
362
Caprock Group
Idaho
$337K +$4.88K +450 +1%
WG
363
Welch Group
Alabama
$335K +$210K +19,404 +168%
Jones Financial Companies
364
Jones Financial Companies
Missouri
$334K – – –
FTIOP
365
Fiduciary Trust International of Pennsylvania
Pennsylvania
$325K -$205K -18,954 -39%
SHA
366
Seneca House Advisors
Virginia
$323K +$73.8K +6,816 +30%
RCG
367
Ruggie Capital Group
Florida
$321K -$262K -24,162 -45%
FF
368
Friedenthal Financial
New Jersey
$315K -$16.4K -1,512 -5%
ECM
369
Ensemble Capital Management
California
$313K -$59.1K -5,460 -16%
BFG
370
Bouchey Financial Group
New York
$312K -$56.2K -5,184 -15%
AFA
371
Arlington Financial Advisors
California
$310K +$310K +27,600 New
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$308K +$176K +16,218 +133%
H
373
HoyleCohen
California
$306K -$519 -48 -0.2%
Renaissance Technologies
374
Renaissance Technologies
New York
$299K +$299K +27,600 New
HWA
375
Heritage Wealth Advisors
Virginia
$298K +$60.9K +5,622 +26%
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15
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