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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 %
CA
451
Cetera Advisors
Colorado
$320K +$19.5K +1,950 +6%
FTIOP
452
Fiduciary Trust International of Pennsylvania
Pennsylvania
$318K +$43.6K +4,764 +16%
MWM
453
Marietta Wealth Management
Georgia
$314K +$5.56K +558 +2%
CG
454
Caprock Group
Idaho
$314K +$5.97K +600 +2%
OCM
455
One Capital Management
California
$313K – – –
LS
456
Lattice Strategies
Pennsylvania
$311K -$306K -30,780 -50%
Jones Financial Companies
457
Jones Financial Companies
Missouri
$307K – – –
Principal Financial Group
458
Principal Financial Group
Iowa
$303K +$303K +30,432 New
AFA
459
American Financial Advisors
Georgia
$297K +$297K +29,844 New
PCMF
460
Private Capital Management (Florida)
Florida
$296K -$194K -19,560 -40%
TNBTD
461
Trustmark National Bank Trust Department
Mississippi
$296K – – –
RCG
462
Ruggie Capital Group
Florida
$295K -$35.7K -3,588 -11%
SEIA
463
Signature Estate & Investment Advisors
California
$290K -$195K -19,626 -40%
CHP
464
Cable Hill Partners
Oregon
$290K +$290K +29,172 New
ECM
465
Ensemble Capital Management
California
$287K +$358 +36 +0.1%
AQA
466
Alpha Quant Advisors
Texas
$284K +$284K +28,500 New
JLBC
467
J.L. Bainbridge & Co
Florida
$269K – – –
GCP
468
Gill Capital Partners
Colorado
$269K +$269K +20,838 New
NCM
469
Novare Capital Management
North Carolina
$268K -$88.2K -8,868 -25%
CIA
470
Capital Investment Advisors
Georgia
$265K +$12.5K +1,254 +5%
PP
471
PDS Planning
Ohio
$265K +$16.6K +1,668 +7%
HCIA
472
Hochman Cole Investment Advisors
Illinois
$265K +$265K +26,664 New
HGWM
473
Harvest Group Wealth Management
Massachusetts
$264K -$111K -11,136 -30%
SPC
474
Stewart & Patten Company
California
$263K +$10.3K +1,038 +4%
AMIM
475
Aull & Monroe Investment Management
Alabama
$262K +$20.6K +2,064 +9%
17 18
19
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