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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

510 hedge funds and large institutions have $8.18B invested in Schwab US Large- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
11.68%
Holding in Top 10
95
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.74%
% of All Funds
2.18%
New
46
Increased
251
Reduced
161
Closed
23
Calls
$362K
Puts
–
Net Calls
+$362K
Net Calls Change
-$164K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$988M
2
CSIA
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.4M
4
BTS
BB&T Securities
Virginia
$40.9M
5
PFG
Piershale Financial Group
Illinois
$29M

Top Sellers

1
QI
QS Investors
New York
$169M
2
FC
Financial Consulate
Maryland
$3.97M
3
MFS
Monetta Financial Services
Illinois
$0
4
PFC
Phocas Financial Corp
California
$6.53M
5
KM
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Marietta Wealth Management
Georgia
$359K -$48.6K -4,194 -12%
CG
377
Caprock Group
Idaho
$359K -$1.74K -150 -0.5%
BW
378
Bison Wealth
Georgia
$359K +$113K +9,762 +46%
Jones Financial Companies
379
Jones Financial Companies
Missouri
$358K – – –
CA
380
Cetera Advisors
Colorado
$350K +$118K +10,182 +51%
FTIOP
381
Fiduciary Trust International of Pennsylvania
Pennsylvania
$348K – – –
SQA
382
Simon Quick Advisors
New Jersey
$345K -$20.2K -1,740 -6%
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$345K +$345K +29,742 New
FF
384
Friedenthal Financial
New Jersey
$340K +$3.27K +282 +1%
BMM
385
Berkshire Money Management
Massachusetts
$340K +$340K +29,322 New
ECM
386
Ensemble Capital Management
California
$334K -$1.25K -108 -0.4%
BFG
387
Bouchey Financial Group
New York
$333K -$1.18K -102 -0.4%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$320K +$261K +22,524 +447%
JLBC
389
J.L. Bainbridge & Co
Florida
$313K +$313K +27,018 New
BWA
390
Burt Wealth Advisors
Maryland
$310K +$36.5K +3,150 +13%
SCA
391
Stillwater Capital Advisors
Pennsylvania
$304K +$304K +26,226 New
H
392
HoyleCohen
California
$301K -$27.4K -2,358 -8%
CIA
393
Capital Investment Advisors
Georgia
$295K -$2.44K -210 -0.8%
SPC
394
Stewart & Patten Company
California
$295K +$766 +66 +0.3%
FHB
395
First Hawaiian Bank
Hawaii
$294K +$294K +25,350 New
PP
396
PDS Planning
Ohio
$289K – – –
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$289K +$7.18K +618 +3%
FCAG
398
First Capital Advisors Group
New Jersey
$289K +$40.7K +3,516 +16%
ACM
399
Avalon Capital Management
California
$285K -$1.21M -104,664 -81%
AMIM
400
Aull & Monroe Investment Management
Alabama
$281K +$41.9K +3,612 +18%
14 15
16
17 18