SCHX icon

Schwab US Large- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
M
426
MOTCO
Texas
$128K
GBBWRPM
427
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$125K
SWP
428
Strategic Wealth Partners
Ohio
$121K
SF
429
Synovus Financial
Georgia
$101K +$15.3K +1,416 +18%
CPIG
430
Chicago Partners Investment Group
Illinois
$98K +$28.5K +2,634 +41%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$93K
GRP
432
Global Retirement Partners
California
$93K +$388 +36 +0.4%
LFA
433
Legacy Financial Advisors
Kentucky
$90K
APA
434
American Portfolios Advisors
New York
$83.3K +$1.89K +174 +2%
CF
435
Centaurus Financial
California
$83K +$83K +7,626 New
PG
436
Patten Group
Tennessee
$79K +$1.04K +96 +1%
LFG
437
LifePlan Financial Group
Ohio
$78K
William Blair & Company
438
William Blair & Company
Illinois
$77K -$7.64K -702 -9%
WC
439
Whitney & Co
New York
$76K
Citigroup
440
Citigroup
New York
$69K -$10.1K -936 -13%
BNP Paribas Financial Markets
441
BNP Paribas Financial Markets
France
$67.1K +$24.2K +2,238 +57%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$66K
POIA
443
Pin Oak Investment Advisors
Texas
$65K
BWA
444
BDO Wealth Advisors
Florida
$65K +$65K +5,988 New
SPIA
445
Steward Partners Investment Advisory
New York
$62K
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$55K +$37K +3,390 +205%
AWA
447
Acorn Wealth Advisors
Michigan
$47K
CFC
448
Coyle Financial Counsel
Illinois
$42K +$42K +3,846 New
APSP
449
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K +$197 +18 +0.5%
LC
450
Landaas & Company
Wisconsin
$39K +$39K +3,606 New