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

Top Sellers

1
QI
QS Investors
New York
$169M
2
FC
Financial Consulate
Maryland
$3.97M
3
MFS
Monetta Financial Services
Illinois
$0
4
PFC
Phocas Financial Corp
California
$6.53M
5
KM
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
426
GS Investments
Minnesota
$220K -$4.8K -414 -2%
MCM
427
Maple Capital Management
Vermont
$219K -$15.6K -1,350 -7%
MPIA
428
Mountain Pacific Investment Advisers
Idaho
$219K – – –
KJWM
429
Kiley Juergens Wealth Management
Washington
$219K +$23.3K +2,016 +12%
FA
430
Fagan Associates
New York
$217K -$6.66K -576 -3%
LFG
431
Larson Financial Group
Missouri
$215K -$15.8K -1,368 -7%
CPIG
432
Chicago Partners Investment Group
Illinois
$214K +$119K +11,370 +126%
WA
433
Winfield Associates
Ohio
$212K -$15.7K -1,350 -7%
RA
434
Rational Advisors
New York
$212K +$56.5K +4,872 +36%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$212K +$212K +18,270 New
UAS
436
United Asset Strategies
New York
$209K +$209K +18,030 New
SBSB
437
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K +$209K +18,042 New
RFA
438
Reilly Financial Advisors
California
$206K +$3.06K +264 +2%
HWA
439
Heritage Wealth Advisors
Virginia
$204K -$114K -9,864 -36%
HCM
440
HM Capital Management
Missouri
$204K +$204K +17,616 New
CDIA
441
Capital Directions Investment Advisors
Georgia
$201K +$17.6K +1,518 +10%
CA
442
Cambridge Advisors
Nebraska
$201K +$201K +17,376 New
HB
443
Homrich & Berg
Georgia
$200K +$200K +17,286 New
WIA
444
Westbourne Investment Advisors
Maryland
$193K +$193K +16,680 New
SSB
445
Sandy Spring Bank
Maryland
$184K – – –
GWM
446
Geneos Wealth Management
Colorado
$164K +$2.01K +174 +1%
WWM
447
Wagner Wealth Management
South Carolina
$154K +$418 +36 +0.3%
EA
448
Elm Advisors
California
$153K +$153K +13,170 New
VCM
449
Vigilant Capital Management
Maine
$143K +$113K +9,804 +384%
M
450
MOTCO
Texas
$137K – – –
16 17
18
19 20