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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.

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 %
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$36.6M +$1.09M +94,044 +3%
RWM
27
RKL Wealth Management
Pennsylvania
$35.2M +$2.61M +224,802 +8%
PA
28
Planning Alternatives
Michigan
$35M +$95.8K +8,262 +0.3%
TAT
29
TD Ameritrade Trust
Colorado
$32.5M -$426K -36,786 -1%
ML
30
McAdam LLC
Pennsylvania
$32.2M +$1.65M +141,774 +5%
ACG
31
Allen Capital Group
Nebraska
$30.2M -$218K -18,846 -0.7%
AFS
32
Access Financial Services
Minnesota
$29.1M +$2.76M +238,050 +10%
PFG
33
Piershale Financial Group
Illinois
$29M +$29M +2,502,696 New
AAMA
34
Advanced Asset Management Advisors
Ohio
$27.9M – – –
CMP
35
Courage Miller Partners
Virginia
$27.9M -$251K -21,642 -0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$2.4M +206,904 +10%
CCA
37
Cobblestone Capital Advisors
New York
$27.1M -$2.02M -174,054 -7%
JFG
38
JMG Financial Group
Illinois
$27.1M +$4.58M +395,202 +20%
AWMG
39
Alliance Wealth Management Group
New Jersey
$26.9M +$2.08M +179,208 +8%
TCM
40
Towercrest Capital Management
Pennsylvania
$26.9M +$2.08M +179,208 +8%
BSB
41
Bangor Savings Bank
Maine
$25.1M +$1.41M +121,488 +6%
AIA
42
Arcadia Investment Advisors
Idaho
$25M +$631K +54,432 +3%
BA
43
Bristlecone Advisors
Washington
$24.7M +$2.1M +181,446 +9%
BWA
44
BlueSky Wealth Advisors
North Carolina
$23.8M +$923K +80,730 +4%
RCIM
45
Red Cedar Investment Management
Michigan
$22.8M +$22.8M +1,963,710 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$22.2M -$55K -4,746 -0.2%
AA
47
Ancora Advisors
Ohio
$21.6M +$1.21M +104,760 +6%
WCWM
48
Wooster Corthell Wealth Management
Connecticut
$21.2M -$168K -14,526 -0.8%
CHA
49
Cooper/Haims Advisors
New York
$21.1M +$5.75M +495,924 +38%
RRC
50
Relaxing Retirement Coach
Massachusetts
$20.9M -$917K -79,080 -4%
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