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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
1
SEI Investments
Pennsylvania
$988M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.4M
4
BTS
4
BB&T Securities
Virginia
$40.9M
5
PFG
5
Piershale Financial Group
Illinois
$29M

Top Sellers

1
QI
1
QS Investors
New York
$169M
2
FC
2
Financial Consulate
Maryland
$3.97M
3
MFS
3
Monetta Financial Services
Illinois
$0
4
PFC
4
Phocas Financial Corp
California
$6.53M
5
KM
5
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
451
Strategic Wealth Partners
Ohio
$130K – – –
PAMG
452
Patton Albertson Miller Group
Tennessee
$130K +$130K +12,360 New
JPMorgan Chase & Co
453
JPMorgan Chase & Co
New York
$128K +$128K +11,046 New
SF
454
Synovus Financial
Georgia
$108K – – –
HR
455
Howe & Rusling
New York
$107K +$93.1K +8,058 +672%
GRP
456
Global Retirement Partners
California
$100K +$416 +36 +0.4%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$99K – – –
APA
458
American Portfolios Advisors
New York
$95.6K +$6.47K +558 +7%
LFG
459
LifePlan Financial Group
Ohio
$95K +$11.9K +1,026 +14%
LFA
460
Legacy Financial Advisors
Kentucky
$93K – – –
PG
461
Patten Group
Tennessee
$85K +$489 +42 +0.6%
BNP Paribas Financial Markets
462
BNP Paribas Financial Markets
France
$82.8K +$11.1K +954 +15%
William Blair & Company
463
William Blair & Company
Illinois
$82K -$70 -6 -0.1%
WC
464
Whitney & Co
New York
$79K – – –
Citigroup
465
Citigroup
New York
$78K +$3.49K +300 +5%
SIM
466
Sonora Investment Management
Arizona
$78K +$76.6K +6,600 +5,500%
APP
467
Avantax Planning Partners
Iowa
$73K +$73K +6,270 New
POIA
468
Pin Oak Investment Advisors
Texas
$70K – – –
SPIA
469
Steward Partners Investment Advisory
New York
$66K – – –
SFSG
470
Stearns Financial Services Group
North Carolina
$66K +$66K +5,718 New
MWPCG
471
Measured Wealth Private Client Group
New Hampshire
$63K -$173K -14,898 -73%
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$59K -$11.1K -960 -16%
CAG
473
Csenge Advisory Group
Florida
$56K +$56K +5,214 New
HI
474
Hudock Inc
Pennsylvania
$54K +$54K +4,680 New
APSP
475
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K +$134 +12 +0.3%
17 18
19
20 21