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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 %
CAM
401
Cresset Asset Management
Illinois
$472K +$472K +47,358 New
VFA
402
Valeo Financial Advisors
Indiana
$469K -$12.5K -1,260 -3%
TL
403
TrueWealth LLC
Georgia
$467K -$69.2K -6,960 -13%
AFP
404
Ausdal Financial Partners
Iowa
$467K -$59.4K -5,970 -11%
CAM
405
Carret Asset Management
New York
$461K – – –
MIH
406
Madison Investment Holdings
Wisconsin
$454K -$169K -17,028 -27%
GC
407
Gilbert & Cook
Iowa
$452K +$452K +45,396 New
FANJ
408
Financial Architects (New Jersey)
New Jersey
$449K -$1.02K -102 -0.2%
RPA
409
Rock Point Advisors
Vermont
$448K -$2.99K -300 -0.7%
PA
410
Paracle Advisors
Washington
$448K -$2.81K -282 -0.6%
HWA
411
HHM Wealth Advisors
Tennessee
$436K +$436K +43,860 New
BJL
412
Brighton Jones LLC
Washington
$432K +$28K +2,814 +7%
BWP
413
BSW Wealth Partners
Colorado
$429K +$74.5K +7,494 +21%
EAM
414
Evanson Asset Management
California
$426K +$359 +36 +0.1%
WCM
415
Weik Capital Management
Pennsylvania
$425K +$95.1K +9,570 +29%
SL
416
Summitry LLC
California
$425K +$425K +42,714 New
SMC
417
Smith, Moore & Co
Missouri
$423K +$23.4K +2,352 +6%
PPP
418
Private Portfolio Partners
New Jersey
$418K +$418K +42,000 New
WTC
419
WhitTier Trust Company
Nevada
$416K -$42.1K -4,236 -9%
RCC
420
Red Cedar Capital
Nebraska
$399K +$3.94K +396 +1%
BW
421
Bison Wealth
Georgia
$399K +$90.8K +9,126 +29%
ACM
422
Armbruster Capital Management
New York
$397K +$22.4K +2,250 +6%
MCP
423
Mirador Capital Partners
California
$396K -$2.39K -240 -0.6%
FIM
424
Frontier Investment Management
Texas
$395K +$395K +39,654 New
MSWMA
425
Market Street Wealth Management Advisors
Indiana
$392K +$392K +39,438 New
15 16
17
18 19