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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
$2.3B
2
Charles Schwab
Charles Schwab
California
$303M
3
Creative Planning
Creative Planning
Kansas
$142M
4
AssetMark Inc
AssetMark Inc
California
$125M
5
QI
QS Investors
New York
$174M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
DWM
Destination Wealth Management
California
$540K
3
HSA
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
EP Wealth Advisors
California
$810K
5
SFS
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
376
Seneca House Advisors
Virginia
$242K +$242K +23,028 New
WSTAM
377
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$240K +22,842 New
HA
378
Harborview Advisors
Maine
$240K +$240K +22,848 New
CCA
379
Clearwater Capital Advisors
Illinois
$239K -$182K -17,280 -43%
IA
380
Independence Advisors
Pennsylvania
$239K +$239K +22,710 New
AWM
381
Arbor Wealth Management
Florida
$230K – – –
HWA
382
Heritage Wealth Advisors
Virginia
$229K +$15.2K +1,452 +7%
WCWM
383
Willow Creek Wealth Management
California
$227K +$227K +21,576 New
NL
384
NWAM LLC
Washington
$226K +$2.21K +210 +1%
BW
385
Bison Wealth
Georgia
$223K +$6.05K +576 +3%
SIC
386
Shoker Investment Counsel
Ohio
$217K -$73.1K -6,966 -25%
SFWA
387
Summit Financial Wealth Advisors
Louisiana
$215K +$215K +20,460 New
PIM
388
Penobscot Investment Management
Massachusetts
$208K -$19.6K -1,860 -9%
PCM
389
Palouse Capital Management
Washington
$207K -$10.3K -978 -5%
MWP
390
Moller Wealth Partners
$206K -$38.3K -3,636 -16%
WA
391
Winfield Associates
Ohio
$206K +$148K +14,100 +257%
CA
392
Cetera Advisors
Colorado
$206K +$206K +19,944 New
FM
393
Foster & Motley
Ohio
$203K +$3.41K +324 +2%
GI
394
GS Investments
Minnesota
$201K -$757 -72 -0.4%
FCAG
395
First Capital Advisors Group
New Jersey
$200K -$822 -78 -0.4%
RFA
396
Reilly Financial Advisors
California
$184K – – –
CDIA
397
Capital Directions Investment Advisors
Georgia
$184K +$1.52K +144 +0.8%
SSB
398
Sandy Spring Bank
Maryland
$167K +$39.4K +3,738 +31%
GWM
399
Geneos Wealth Management
Colorado
$147K – – –
WTC
400
WhitTier Trust Company
Nevada
$141K +$83.5K +7,974 +145%
14 15
16
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