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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.

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

Top Sellers

1
FMP
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Jane Street
Jane Street
New York
$4.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
Mainstay Capital Management
Michigan
$4K -$1.94M -162,864 -100%
IP
477
Intellectus Partners
California
$4K +$4K +390 New
FRA
478
Front Row Advisors
California
$1.73K +$2 +186 +0.1%
GEA
479
Glen Eagle Advisors
New Jersey
$1.69K – – –
MS
480
Marshall & Sullivan
Washington
$1.17K +$1.17K +108 New
PMG
481
ProVise Management Group
Florida
$1.04K -$401 -37,044 -28%
CFA
482
Carroll Financial Associates
North Carolina
$1K – – –
SIM
483
Sonora Investment Management
Arizona
$1K – – –
KL
484
KWMG LLC
Kansas
$1K +$1K +60 New
JWM
485
Janiczek Wealth Management
Colorado
$1K +$1K +72 New
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +90 New
MIM
487
Macroview Investment Management
Maryland
$1K +$1K +108 New
BCP
488
Blackhawk Capital Partners
Wisconsin
– -$4.66M -443,628 Closed
JG
489
Jefferies Group
New York
– -$3.74M -355,560 Closed
TRCT
490
Tower Research Capital (TRC)
New York
– -$3.08M -292,650 Closed
DSN
491
D. Scott Neal
Kentucky
– -$1.16M -110,688 Closed
UAS
492
United Asset Strategies
New York
– -$1.16M -110,442 Closed
Goldman Sachs
493
Goldman Sachs
New York
– -$995K -94,620 Closed
STA
494
Summit Trail Advisors
New York
– -$1.01M -93,432 Closed
Simplex Trading
495
Simplex Trading
Illinois
– -$762K -72,486 Closed
VF
496
Virtu Financial
New York
– -$670K -63,684 Closed
RWA
497
RGT Wealth Advisors
Texas
– -$503K -47,886 Closed
TSS
498
Two Sigma Securities
New York
– -$444K -42,276 Closed
SS
499
Simplicity Solutions
Minnesota
– -$370K -35,202 Closed
AWM
500
Arbor Wealth Management
Florida
– -$230K -25,614 Closed
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