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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

457 hedge funds and large institutions have $5.92B invested in Schwab US Large- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 145 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+5
Holders Change %
+1.11%
% of All Funds
10.49%
Holding in Top 10
86
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.88%
% of All Funds
1.97%
New
43
Increased
225
Reduced
145
Closed
36
Calls
$2.75M
Puts
$303K
Net Calls
+$2.45M
Net Calls Change
+$1.92M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.3B
2
Charles Schwab
Charles Schwab
California
$303M
3
Creative Planning
Creative Planning
Kansas
$142M
4
AssetMark Inc
AssetMark Inc
California
$125M
5
QI
QS Investors
New York
$174M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
DWM
Destination Wealth Management
California
$540K
3
HSA
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
EP Wealth Advisors
California
$810K
5
SFS
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
451
Atlas Capital Advisors
Wyoming
$4.73K +$4.73K +450 New
GEA
452
Glen Eagle Advisors
New Jersey
$1.64K – – –
SIM
453
Sonora Investment Management
Arizona
$1.26K -$31.1K -2,958 -96%
CFA
454
Carroll Financial Associates
North Carolina
$1K – – –
FA
455
Fagan Associates
New York
$204 -$3 -282 -1%
PFG
456
Piershale Financial Group
Illinois
– -$24.5M -2,305,356 Closed
SFS
457
Strategic Financial Services
New York
– -$6.74M -634,278 Closed
DPA
458
Delphi Private Advisors
California
– -$6.36M -597,918 Closed
SI
459
SII Investments
Wisconsin
– -$2.55M -239,982 Closed
FTS
460
Fifth Third Securities
Ohio
– -$2.23M -209,364 Closed
PPA
461
Parametric Portfolio Associates
Washington
– -$1.42M -133,068 Closed
Stifel Financial
462
Stifel Financial
Missouri
– -$968K -90,690 Closed
NSB
463
Norway Savings Bank
Maine
– -$831K -78,150 Closed
IH
464
IFC Holdings
Florida
– -$816K -76,944 Closed
DWM
465
Dynasty Wealth Management
Florida
– -$763K -71,796 Closed
HPWM
466
Highland Private Wealth Management
Washington
– -$485K -45,582 Closed
LFG
467
Larson Financial Group
Missouri
– -$414K -38,934 Closed
SG
468
StoneX Group
New York
– -$390K -36,696 Closed
PSF
469
Pacific Sun Financial
California
– -$380K -35,754 Closed
Janney Montgomery Scott
470
Janney Montgomery Scott
Pennsylvania
– -$375K -35,292 Closed
STMM
471
South Texas Money Management
Texas
– -$349K -32,796 Closed
SCM
472
SOL Capital Management
Maryland
– -$301K -28,320 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
– -$286K -26,886 Closed
CFG
474
Citizens Financial Group
Rhode Island
– -$281K -26,436 Closed
MCM
475
Maryland Capital Management
Maryland
– -$255K -23,982 Closed
16 17 18
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