SCHX icon

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 %
LFG
401
Larson Financial Group
Missouri
$216K +$216K +19,932 New
SFWA
402
Summit Financial Wealth Advisors
Louisiana
$215K – – –
PIM
403
Penobscot Investment Management
Massachusetts
$214K – – –
CA
404
Cetera Advisors
Colorado
$213K – – –
WA
405
Winfield Associates
Ohio
$212K – – –
GI
406
GS Investments
Minnesota
$210K +$2.27K +210 +1%
FA
407
Fagan Associates
New York
$209K -$649 -60 -0.3%
SEI Investments
408
SEI Investments
Pennsylvania
$209K +$72.6K +6,696 +53%
RWA
409
River Wealth Advisors
Pennsylvania
$209K +$209K +19,344 New
FM
410
Foster & Motley
Ohio
$206K -$2.79K -258 -1%
NHC
411
Nicholas Hoffman & Company
Georgia
$206K +$206K +18,978 New
SAA
412
Southeast Asset Advisors
Georgia
$206K +$206K +18,990 New
QCM
413
Quadrant Capital Management
New Jersey
$206K +$206K +19,020 New
MPIA
414
Mountain Pacific Investment Advisers
Idaho
$205K +$205K +18,900 New
MWPCG
415
Measured Wealth Private Client Group
New Hampshire
$203K +$203K +20,310 New
CCG
416
Cypress Capital Group
Florida
$201K +$201K +18,570 New
FPCG
417
Fort Pitt Capital Group
Pennsylvania
$200K -$2.37M -218,790 -92%
RFA
418
Reilly Financial Advisors
California
$190K – – –
KJWM
419
Kiley Juergens Wealth Management
Washington
$183K +$183K +16,908 New
CDIA
420
Capital Directions Investment Advisors
Georgia
$172K -$17.8K -1,638 -9%
SSB
421
Sandy Spring Bank
Maryland
$171K – – –
GWM
422
Geneos Wealth Management
Colorado
$151K – – –
RA
423
Rational Advisors
New York
$145K +$69.8K +6,450 +93%
WWM
424
Wagner Wealth Management
South Carolina
$143K – – –
AOWM
425
Alpha Omega Wealth Management
Virginia
$139K +$139K +12,834 New
15 16
17
18 19