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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.

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

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
DWM
2
Destination Wealth Management
California
$540K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
4
EP Wealth Advisors
California
$810K
5
SFS
5
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Cobblestone Capital Advisors
New York
$29.1M -$4.27M -405,738 -13%
RWM
27
RKL Wealth Management
Pennsylvania
$27.8M +$2.35M +223,422 +9%
AWMG
28
Alliance Wealth Management Group
New Jersey
$27.3M +$972K +92,478 +4%
AAMA
29
Advanced Asset Management Advisors
Ohio
$25.3M – – –
ML
30
McAdam LLC
Pennsylvania
$25.2M +$4.89M +465,198 +24%
CMP
31
Courage Miller Partners
Virginia
$24.9M +$372K +35,376 +2%
AFS
32
Access Financial Services
Minnesota
$23.2M -$22.8K -2,172 -0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$23.1M +$6.78M +644,508 +41%
AIA
34
Arcadia Investment Advisors
Idaho
$21.7M +$531K +50,514 +3%
DDPOM
35
Delta Dental Plan of Michigan
Michigan
$21.5M +$2.38M +226,746 +12%
BWA
36
BlueSky Wealth Advisors
North Carolina
$20.7M +$2.77M +263,928 +15%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$20.6M +$3.72M +353,442 +22%
BSB
38
Bangor Savings Bank
Maine
$20.4M +$253K +24,024 +1%
BA
39
Bristlecone Advisors
Washington
$20.1M +$4.7M +447,324 +31%
WCWM
40
Wooster Corthell Wealth Management
Connecticut
$19.3M -$2.63M -250,158 -12%
WA
41
WealthTrust-Arizona
Arizona
$19M -$133K -12,642 -0.7%
UBS AM
42
UBS AM
Illinois
$19M -$559K -53,184 -3%
RRC
43
Relaxing Retirement Coach
Massachusetts
$18.7M +$1.8M +171,444 +11%
AA
44
Ancora Advisors
Ohio
$18.6M +$2.12M +201,312 +13%
JFG
45
JMG Financial Group
Illinois
$18.1M -$228K -21,660 -1%
TIM
46
Total Investment Management
Arizona
$18.1M +$145K +13,818 +0.8%
BMM
47
Buffington Mohr McNeal
Idaho
$17.4M -$1.21M -114,972 -7%
PAG
48
Pinnacle Advisory Group
Maryland
$17.3M +$992K +94,320 +6%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$17M +$3.19M +302,988 +23%
JIC
50
Johnson Investment Counsel
Ohio
$16.9M +$1.22M +115,938 +8%
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