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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.

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
CWM
2
Campbell Wealth Management
Virginia
$77.5M
3
Charles Schwab
3
Charles Schwab
California
$416M
4
Mariner
4
Mariner
Kansas
$88.9M
5
Bank of America
5
Bank of America
North Carolina
$56.6M

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 Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$38.1M 638,948 +35,712 +6%
PFG
27
Piershale Financial Group
Illinois
$38.1M 637,551 +220,435 +53%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$34.5M 577,129 +186,354 +48%
ACM
29
Argent Capital Management
Missouri
$34M 570,215 +570,215 New
BTS
30
BB&T Securities
Virginia
$33.6M 562,000 -25,592 -4%
PEA
31
Pacific Edge Advisors
California
$33.4M 558,848 -53,338 -9%
RWM
32
RKL Wealth Management
Pennsylvania
$31.9M 534,659 +29,123 +6%
PPA
33
Parametric Portfolio Associates
Washington
$31.5M 527,779 +414,325 +365%
HighTower Advisors
34
HighTower Advisors
Illinois
$31.4M 525,144 +270,250 +106%
JFG
35
JMG Financial Group
Illinois
$30.5M 511,110 +121,270 +31%
WCM
36
Weatherstone Capital Management
Colorado
$30.2M 434,260 +434,260 New
BC
37
Brinker Capital
Pennsylvania
$29.8M 499,459 -79,243 -14%
ML
38
McAdam LLC
Pennsylvania
$29.6M 496,303 +34,937 +8%
PA
39
Planning Alternatives
Michigan
$29.4M 493,234 -9,730 -2%
PRS
40
Pinkerton Retirement Specialists
Idaho
$29.2M 489,779 +251,528 +106%
TAT
41
TD Ameritrade Trust
Colorado
$27.2M 456,108 -10,466 -2%
CHA
42
Cooper/Haims Advisors
New York
$27.1M 453,838 +150,933 +50%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$26.7M 447,010 -79,581 -15%
ACG
44
Allen Capital Group
Nebraska
$26.4M 413,818 -20,442 -5%
LPL Financial
45
LPL Financial
California
$25.1M 420,248 +136,957 +48%
AFS
46
Access Financial Services
Minnesota
$24.6M 411,864 -6,496 -2%
CMP
47
Courage Miller Partners
Virginia
$24.2M 405,659 +4,151 +1%
AAMA
48
Advanced Asset Management Advisors
Ohio
$24M 401,700 – –
BSB
49
Bangor Savings Bank
Maine
$23.9M 399,851 +38,485 +11%
CCA
50
Cobblestone Capital Advisors
New York
$23.3M 390,312 +280 +0.1%
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