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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.

New
Increased
Maintained
Reduced
Closed
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 %
BWA
476
BDO Wealth Advisors
Florida
$35K -$35.1K -3,000 -50%
CTC
477
Central Trust Company
Missouri
$35K – – –
ST
478
Smithfield Trust
Pennsylvania
$35K – – –
MM
479
Main Management
California
$35K +$35K +3,054 New
RCA
480
Rowland Carmichael Advisors
Arizona
$33K – – –
BFEC
481
Benjamin F. Edwards & Company
Missouri
$32K – – –
CIM
482
Contravisory Investment Management
Massachusetts
$27K +$15.6K +1,356 +136%
Fifth Third Bancorp
483
Fifth Third Bancorp
Ohio
$24K -$1.39K -120 -5%
BWP
484
Baldwin Wealth Partners
Massachusetts
$24K – – –
NR
485
Newfound Research
Massachusetts
$22K -$69 -6 -0.3%
SWM
486
Selective Wealth Management
Virginia
$22K +$22K +1,872 New
Financial Engines Advisors
487
Financial Engines Advisors
California
$22K +$22K +1,878 New
EWM
488
Edge Wealth Management
New York
$21K – – –
PMFA
489
Plante Moran Financial Advisors
Michigan
$17K +$11.3K +972 +198%
HDIM
490
Hanson & Doremus Investment Management
Vermont
$16K -$37.8K -3,174 -70%
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$14K +1,182 New
PWAG
492
Polaris Wealth Advisory Group
California
$12K – – –
TWA
493
TCI Wealth Advisors
Arizona
$10K – – –
FHA
494
Flagship Harbor Advisors
Massachusetts
$7K -$3.99K -342 -36%
HCM
495
Horrell Capital Management
Arkansas
$7K – – –
GAM
496
Gemmer Asset Management
California
$7K +$7K +618 New
AWM
497
AllSquare Wealth Management
New York
$6K – – –
ACA
498
Atlas Capital Advisors
Wyoming
$5.24K – – –
IP
499
Intellectus Partners
California
$5K – – –
WG
500
Welch Group
Alabama
$1.88K +$1.52K +130,884 +423%
18 19
20
21 22