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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

488 hedge funds and large institutions have $6.38B invested in Schwab US Large- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 131 reducing their positions, and 22 closing their positions.

Holders
488
Holders Change
+31
Holders Change %
+6.78%
% of All Funds
11.19%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
2.04%
New
56
Increased
230
Reduced
131
Closed
22
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
-$1.92M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TCM
3
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
4
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Jane Street
3
Jane Street
New York
$4.39M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
5
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
26
McAdam LLC
Pennsylvania
$28.4M +$2.49M +229,506 +10%
ACG
27
Allen Capital Group
Nebraska
$28.4M -$2.01M -185,430 -7%
CCA
28
Cobblestone Capital Advisors
New York
$27.2M -$2.74M -253,164 -9%
CMP
29
Courage Miller Partners
Virginia
$26.3M +$631K +58,236 +2%
AAMA
30
Advanced Asset Management Advisors
Ohio
$26.1M – – –
AFS
31
Access Financial Services
Minnesota
$24.6M +$698K +64,446 +3%
AWMG
32
Alliance Wealth Management Group
New Jersey
$23.2M -$4.99M -460,752 -18%
TCM
33
Towercrest Capital Management
Pennsylvania
$23.2M +$23.2M +2,138,538 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$23.2M +$1.9M +174,960 +9%
AIA
35
Arcadia Investment Advisors
Idaho
$22.7M +$381K +35,208 +2%
BSB
36
Bangor Savings Bank
Maine
$22.2M +$1.1M +101,994 +5%
DDPOM
37
Delta Dental Plan of Michigan
Michigan
$22.1M – – –
BWA
38
BlueSky Wealth Advisors
North Carolina
$21.6M +$306K +28,296 +1%
BA
39
Bristlecone Advisors
Washington
$21.1M +$468K +43,200 +2%
JFG
40
JMG Financial Group
Illinois
$21.1M +$2.4M +221,856 +13%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$20.8M -$12.4M -1,141,170 -37%
RRC
42
Relaxing Retirement Coach
Massachusetts
$20.4M +$1.13M +104,202 +6%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$20M +$51.9K +4,794 +0.3%
JIC
44
Johnson Investment Counsel
Ohio
$19.8M +$2.31M +212,880 +13%
WA
45
WealthTrust-Arizona
Arizona
$19.4M -$202K -18,618 -1%
UBS AM
46
UBS AM
Illinois
$19.3M -$261K -24,102 -1%
AA
47
Ancora Advisors
Ohio
$19M -$119K -10,956 -0.6%
UBS Group
48
UBS Group
Switzerland
$18.9M +$14.3M +1,320,684 +310%
TIM
49
Total Investment Management
Arizona
$18.7M +$82.3K +7,596 +0.4%
BMM
50
Buffington Mohr McNeal
Idaho
$18.1M +$186K +17,148 +1%
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