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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 %
WWM
401
Wagner Wealth Management
South Carolina
$139K +$378 +36 +0.3%
SEI Investments
402
SEI Investments
Pennsylvania
$132K -$147K -14,022 -53%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$125K +$74.6K +7,284 +148%
M
404
MOTCO
Texas
$124K – – –
WG
405
Welch Group
Alabama
$121K +$121K +11,544 New
GBBWRPM
406
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121K +$121K +11,556 New
IIC
407
Integrated Investment Consultants
Michigan
$119K +$119K +11,280 New
SWP
408
Strategic Wealth Partners
Ohio
$118K – – –
VFA
409
Valeo Financial Advisors
Indiana
$116K +$2.59K +246 +2%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$90K – – –
GRP
411
Global Retirement Partners
California
$90K +$25.1K +2,394 +39%
LFA
412
Legacy Financial Advisors
Kentucky
$85K – – –
SF
413
Synovus Financial
Georgia
$83K +$83K +7,908 New
William Blair & Company
414
William Blair & Company
Illinois
$82K +$82K +7,782 New
APA
415
American Portfolios Advisors
New York
$79.1K -$2.39M -226,836 -97%
Citigroup
416
Citigroup
New York
$77K -$6.74K -642 -8%
PG
417
Patten Group
Tennessee
$75K +$1.57K +150 +2%
PMFA
418
Plante Moran Financial Advisors
Michigan
$75K +$5.14K +492 +7%
LFG
419
LifePlan Financial Group
Ohio
$75K +$75K +7,176 New
WC
420
Whitney & Co
New York
$74K -$139K -13,260 -65%
RA
421
Rational Advisors
New York
$73K +$73K +6,948 New
CPIG
422
Chicago Partners Investment Group
Illinois
$67K +$5.52K +528 +9%
APP
423
Avantax Planning Partners
Iowa
$66K +$66K +6,264 New
Deutsche Bank
424
Deutsche Bank
Germany
$66K +$66K +6,294 New
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$64K +$64K +6,054 New
15 16
17
18 19