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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 %
GEA
501
Glen Eagle Advisors
New Jersey
$1.81K – – –
FRA
502
Front Row Advisors
California
$1.67K +$58 +5,526 +4%
CFA
503
Carroll Financial Associates
North Carolina
$1K – – –
JWM
504
Janiczek Wealth Management
Colorado
$1K – – –
MIM
505
Macroview Investment Management
Maryland
$1K +$53 +6 +6%
KL
506
KWMG LLC
Kansas
$1K +$286 +24 +40%
AF
507
Allworth Financial
California
$1K +$1K +66 New
TRCT
508
Tower Research Capital (TRC)
New York
$1K +$1K +90 New
AIIMS
509
Analyst IMS Investment Management Services
Israel
$146 +$146 +12,600 New
DDPOM
510
Delta Dental Plan of Michigan
Michigan
– -$22.1M -2,042,916 Closed
MFS
511
Monetta Financial Services
Illinois
– -$7.8M -720,000 Closed
KM
512
Kalos Management
Georgia
– -$5.6M -493,812 Closed
Susquehanna International Group
513
Susquehanna International Group
Pennsylvania
– -$1.37M -126,780 Closed
CM
514
Cornerstone Management
Georgia
– -$1.1M -101,136 Closed
GGI
515
Godsey & Gibb Inc
Virginia
– -$784K -72,384 Closed
Renaissance Technologies
516
Renaissance Technologies
New York
– -$299K -27,600 Closed
AFA
517
Arlington Financial Advisors
California
– -$310K -27,600 Closed
CWM
518
Confluence Wealth Management
Oregon
– -$265K -24,480 Closed
IWM
519
IHT Wealth Management
Illinois
– -$252K -23,262 Closed
DIA
520
Davidson Investment Advisors
Montana
– -$234K -21,630 Closed
FM
521
Foster & Motley
Ohio
– -$206K -19,044 Closed
GBBWRPM
522
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$125K -11,556 Closed
CF
523
Centaurus Financial
California
– -$83K -7,626 Closed
AWA
524
Acorn Wealth Advisors
Michigan
– -$47K -4,332 Closed
CFC
525
Coyle Financial Counsel
Illinois
– -$42K -3,846 Closed
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