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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 %
Cerity Partners
376
Cerity Partners
New York
$572K +$572K +57,534 New
SG
377
Somerset Group
Minnesota
$568K +$568K +57,048 New
BCM
378
BTR Capital Management
California
$566K -$171K -17,220 -23%
FVWA
379
Foster Victor Wealth Advisors
South Carolina
$561K +$561K +56,388 New
BAM
380
Barrett Asset Management
New York
$560K +$4.48K +450 +0.8%
PP
381
Palladium Partners
Virginia
$558K – – –
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$554K +$306K +30,804 +124%
GPC
383
Glacier Peak Capital
Washington
$550K +$550K +55,230 New
SFG
384
StrategIQ Financial Group
Indiana
$548K +$70.3K +7,074 +15%
PWW
385
Pettyjohn Wood & White
Virginia
$540K +$33.4K +3,360 +7%
HP
386
HT Partners
Connecticut
$538K -$8.96K -900 -2%
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K +$532K +53,436 New
CCM
388
Colorado Capital Management
Colorado
$529K -$275K -27,636 -34%
SHA
389
Seneca House Advisors
Virginia
$523K +$135K +13,560 +35%
SGCA
390
Steel Grove Capital Advisors
Tennessee
$516K -$72.1K -7,242 -12%
Edgewood Management
391
Edgewood Management
Connecticut
$510K +$510K +51,270 New
SBA
392
Secrest Blakey & Associates
North Carolina
$507K -$34.6K -3,468 -6%
KIA
393
KCM Investment Advisors
California
$504K -$1.46M -147,060 -74%
LRPA
394
L. Roy Papp & Associates
Arizona
$500K – – –
WP
395
WealthPLAN Partners
Nebraska
$492K -$41K -3,708 -8%
NIM
396
Nicollet Investment Management
Minnesota
$491K -$10.7K -1,080 -2%
CW
397
CreativeOne Wealth
Kansas
$487K +$23.2K +2,328 +5%
HA
398
Harborview Advisors
Maine
$486K +$1.85K +186 +0.4%
HPWM
399
Highland Private Wealth Management
Washington
$476K +$23.7K +2,382 +5%
TCM
400
Twele Capital Management
Minnesota
$472K +$45.2K +4,542 +11%
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16
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