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

Top Sellers

1
QI
1
QS Investors
New York
$169M
2
FC
2
Financial Consulate
Maryland
$3.97M
3
MFS
3
Monetta Financial Services
Illinois
$0
4
PFC
4
Phocas Financial Corp
California
$6.53M
5
KM
5
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Kovack Advisors
Florida
$280K – – –
FPCG
402
Fort Pitt Capital Group
Pennsylvania
$276K +$61.6K +5,310 +29%
M&T Bank
403
M&T Bank
New York
$274K +$4.53K +390 +2%
Nomura Asset Management
404
Nomura Asset Management
Japan
$271K +$271K +23,340 New
WPW
405
Waldron Private Wealth
Pennsylvania
$270K – – –
PO
406
Private Ocean
California
$269K -$15.5K -1,332 -5%
AIS
407
American Investment Services
Massachusetts
$264K – – –
AOWM
408
Alpha Omega Wealth Management
Virginia
$264K +$115K +9,912 +77%
JFA
409
JNBA Financial Advisors
Minnesota
$264K +$264K +22,746 New
IA
410
Independence Advisors
Pennsylvania
$263K – – –
SFWA
411
Summit Financial Wealth Advisors
Louisiana
$258K +$35.1K +3,222 +16%
MCM
412
Maryland Capital Management
Maryland
$257K +$257K +22,158 New
WCWM
413
Willow Creek Wealth Management
California
$253K +$1.74K +150 +0.7%
SIC
414
Shoker Investment Counsel
Ohio
$251K +$3.89K +336 +2%
Millennium Management
415
Millennium Management
New York
$250K -$925K -79,842 -79%
FWM
416
Frontier Wealth Management
Missouri
$244K +$244K +21,012 New
PIM
417
Penobscot Investment Management
Massachusetts
$241K +$12.2K +1,050 +5%
RWA
418
River Wealth Advisors
Pennsylvania
$240K +$15.5K +1,338 +7%
PCM
419
Palouse Capital Management
Washington
$239K +$239K +20,640 New
AIA
420
Armor Investment Advisors
North Carolina
$237K -$44.1K -3,804 -16%
RPG
421
Resource Planning Group
Georgia
$231K +$231K +19,902 New
CRC
422
Curi RMB Capital
Illinois
$227K -$22.9K -1,980 -9%
SAA
423
Southeast Asset Advisors
Georgia
$226K +$5.44K +468 +2%
QCM
424
Quadrant Capital Management
New Jersey
$221K – – –
NHC
425
Nicholas Hoffman & Company
Georgia
$220K +$278 +24 +0.1%
15 16
17
18 19