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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 %
BCIM
426
Bishop & Co Investment Management
Pennsylvania
$390K +$390K +39,162 New
WI
427
Wedgewood Investors
Pennsylvania
$383K – – –
RWA
428
Redhawk Wealth Advisors
Minnesota
$379K +$379K +35,100 New
FWCM
429
Ferguson Wellman Capital Management
Oregon
$378K – – –
BMM
430
Berkshire Money Management
Massachusetts
$371K +$79.5K +7,992 +27%
WIA
431
World Investment Advisors
California
$371K +$371K +33,906 New
MWM
432
MorganRosel Wealth Management
Colorado
$369K +$369K +37,122 New
AMM
433
American Money Management
California
$368K -$22.9K -2,298 -6%
GIA
434
GHP Investment Advisors
Colorado
$366K +$40.7K +4,098 +13%
BAC
435
Boys Arnold & Co
North Carolina
$365K – – –
MA
436
Montag & Associates
Georgia
$362K +$362K +36,390 New
BFC
437
Bedel Financial Consulting
Indiana
$359K -$3.88K -390 -1%
Wealthfront Advisers
438
Wealthfront Advisers
California
$359K +$359K +36,084 New
EHPM
439
Emery Howard Portfolio Management
California
$358K +$23.6K +2,376 +7%
Comerica Bank
440
Comerica Bank
Texas
$350K – – –
PCA
441
Personal Capital Advisors
California
$347K -$62K -6,228 -15%
NSG
442
Nalls Sherbakoff Group
Tennessee
$347K +$347K +34,878 New
Brown Advisory
443
Brown Advisory
Maryland
$345K – – –
HIC
444
Hartline Investment Corp
Illinois
$336K – – –
M&T Bank
445
M&T Bank
New York
$334K +$99.3K +9,990 +42%
William Blair & Company
446
William Blair & Company
Illinois
$333K +$263K +26,418 +373%
HIC
447
Holderness Investments Company
North Carolina
$330K +$3.82K +384 +1%
Janney Montgomery Scott
448
Janney Montgomery Scott
Pennsylvania
$326K +$326K +32,730 New
MIC
449
Means Investment Company
Maine
$326K +$326K +32,772 New
PCM
450
Parsons Capital Management
Rhode Island
$322K -$22.9K -2,298 -7%
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