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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
2
Charles Schwab
California
$416M
3
Mariner
3
Mariner
Kansas
$88.9M
4
Bank of America
4
Bank of America
North Carolina
$56.6M
5
Creative Planning
5
Creative Planning
Kansas
$146M

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 Holding Trade Value Shares
Change 		Shares
Change %
SCA
476
Stillwater Capital Advisors
Pennsylvania
$261K – – –
OPA
477
Old Port Advisors
Maine
$259K +$259K +24,714 New
IDA
478
Intelligence Driven Advisers
California
$259K +$259K +25,986 New
CAI
479
Capital Advisors Inc
Oklahoma
$257K +$257K +25,782 New
CWM
480
Cornerstone Wealth Management
Missouri
$254K -$8.73M -875,904 -97%
FHB
481
First Hawaiian Bank
Hawaii
$252K – – –
MIH
482
Meitav Investment House
Israel
$251K +$251K +25,200 New
H
483
HoyleCohen
California
$245K -$12.6K -1,266 -5%
GI
484
GS Investments
Minnesota
$242K +$53.9K +5,418 +29%
SFWA
485
Summit Financial Wealth Advisors
Louisiana
$242K +$6.68K +672 +3%
KA
486
Kovack Advisors
Florida
$241K – – –
SQA
487
Simon Quick Advisors
New Jersey
$237K -$58.9K -5,922 -20%
RWA
488
River Wealth Advisors
Pennsylvania
$237K +$31.5K +3,174 +15%
PO
489
Private Ocean
California
$233K +$2.27K +228 +1%
FCA
490
FinTrust Capital Advisors
South Carolina
$233K +$233K +23,460 New
Nomura Asset Management
491
Nomura Asset Management
Japan
$232K – – –
IA
492
Independence Advisors
Pennsylvania
$226K – – –
RCA
493
Rowland Carmichael Advisors
Arizona
$225K +$197K +19,740 +699%
SIC
494
Shoker Investment Counsel
Ohio
$221K +$5.31K +534 +2%
WCWM
495
Willow Creek Wealth Management
California
$219K +$2.03K +204 +0.9%
BAM
496
Berkshire Asset Management
Pennsylvania
$218K +$218K +21,948 New
PCM
497
Palouse Capital Management
Washington
$217K +$11.6K +1,170 +6%
FCAG
498
First Capital Advisors Group
New Jersey
$216K -$31.8K -3,198 -13%
PIM
499
Penobscot Investment Management
Massachusetts
$216K +$8.67K +870 +4%
RPG
500
Resource Planning Group
Georgia
$216K +$17.6K +1,764 +9%
18 19
20
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