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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 %
Citadel Advisors
351
Citadel Advisors
Florida
$747K -$3.03M -304,404 -80%
MCWS
352
McKinley Carter Wealth Services
West Virginia
$711K -$11.5K -1,152 -2%
RC
353
Roundview Capital
New Jersey
$709K +$80.7K +8,112 +13%
S
354
SignatureFD
Georgia
$705K +$13.9K +1,392 +2%
LIA
355
LBMC Investment Advisors
Tennessee
$700K +$185K +18,582 +36%
LWAC
356
Laurel Wealth Advisors (California)
California
$697K +$243K +24,438 +53%
GGI
357
Godsey & Gibb Inc
Virginia
$685K +$685K +68,844 New
CI
358
CX Institutional
Indiana
$666K +$666K +66,924 New
PAM
359
Premier Asset Management
Illinois
$664K +$3.28K +330 +0.5%
ECM
360
Elgethun Capital Management
South Dakota
$663K +$663K +66,696 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$661K +$51.3K +5,148 +8%
Northern Trust
362
Northern Trust
Illinois
$657K -$14.1K -1,416 -2%
DSC
363
Duncker Streett & Co
Missouri
$654K -$812K -81,600 -55%
Koshinski Asset Management
364
Koshinski Asset Management
Illinois
$652K -$268K -26,928 -29%
SAM
365
Summit Asset Management
Tennessee
$641K -$78.8K -7,926 -11%
BlackRock
366
BlackRock
New York
$637K -$7.7K -774 -1%
CA
367
Corrado Advisors
New Jersey
$631K -$54.5K -5,472 -8%
SFSIG
368
San Francisco Sentry Investment Group
California
$625K +$18.5K +1,860 +3%
VCM
369
Versant Capital Management
Arizona
$618K -$43.3K -4,350 -7%
ASN
370
Advisory Services Network
Georgia
$613K +$9.07K +912 +2%
SWM
371
SigFig Wealth Management
California
$612K -$14.7K -1,488 -2%
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$601K +$83.9K +8,418 +16%
FWM
373
Frontier Wealth Management
Missouri
$600K +$391K +39,318 +187%
LNC
374
Lincoln National Corp
Pennsylvania
$587K -$454K -45,636 -44%
BL
375
BFSG LLC
California
$573K +$125K +12,582 +28%
13 14
15
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