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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
$2.51B
2
Charles Schwab
Charles Schwab
California
$352M
3
TCM
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Jane Street
Jane Street
New York
$4.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
376
WealthPLAN Partners
Nebraska
$296K +$296K +27,354 New
TCM
377
Tradewinds Capital Management
Washington
$288K -$12.3M -1,136,226 -98%
CIA
378
Capital Investment Advisors
Georgia
$278K +$278K +25,638 New
SPC
379
Stewart & Patten Company
California
$275K – – –
PP
380
PDS Planning
Ohio
$270K – – –
AWM
381
Altium Wealth Management
New York
$269K -$490K -45,228 -65%
PO
382
Private Ocean
California
$266K +$6.97K +642 +3%
CWM
383
Confluence Wealth Management
Oregon
$265K -$18.4K -1,704 -7%
WSTAM
384
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$15.5K +1,428 +6%
KA
385
Kovack Advisors
Florida
$262K – – –
AIA
386
Armor Investment Advisors
North Carolina
$262K +$2.66K +246 +1%
BWA
387
Burt Wealth Advisors
Maryland
$256K – – –
WPW
388
Waldron Private Wealth
Pennsylvania
$253K – – –
IWM
389
IHT Wealth Management
Illinois
$252K +$238K +21,960 +1,687%
M&T Bank
390
M&T Bank
New York
$252K +$252K +23,220 New
AIS
391
American Investment Services
Massachusetts
$247K +$247K +22,770 New
IA
392
Independence Advisors
Pennsylvania
$246K – – –
WCWM
393
Willow Creek Wealth Management
California
$235K +$1.17K +108 +0.5%
DIA
394
Davidson Investment Advisors
Montana
$234K -$44.5K -4,110 -16%
CRC
395
Curi RMB Capital
Illinois
$234K +$234K +21,600 New
FCAG
396
First Capital Advisors Group
New Jersey
$232K +$26.4K +2,436 +13%
SIC
397
Shoker Investment Counsel
Ohio
$231K +$7.33K +678 +3%
BW
398
Bison Wealth
Georgia
$230K – – –
AMIM
399
Aull & Monroe Investment Management
Alabama
$223K +$223K +20,616 New
MCM
400
Maple Capital Management
Vermont
$219K +$219K +20,250 New
14 15
16
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