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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 %
BNP Paribas Financial Markets
526
BNP Paribas Financial Markets
France
$77.4K +$6.33K +636 +9%
LFG
527
LifePlan Financial Group
Ohio
$76K -$5.74K -576 -7%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$75K -$201K -20,076 -73%
BCI
529
Brinker Capital Investments
Pennsylvania
$73K +$73K +7,374 New
DWM
530
Doyle Wealth Management
Florida
$72K +$72K +7,266 New
PG
531
Patten Group
Tennessee
$70K -$3.19K -318 -4%
NDSI
532
Newman Dignan & Sheerar Inc
Rhode Island
$68.5K +$62.2K +6,255,186 +989%
POIA
533
Pin Oak Investment Advisors
Texas
$60K – – –
SFSG
534
Stearns Financial Services Group
North Carolina
$57K – – –
PB
535
Pinnacle Bancorp
Nebraska
$55K +$55K +5,508 New
Citigroup
536
Citigroup
New York
$51K -$16.1K -1,608 -24%
SIAP
537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K +$37.4K +3,810 +322%
MWC
538
MKD Wealth Coaches
Michigan
$46K +$46K +4,596 New
MWA
539
Meridian Wealth Advisors
Texas
$42K +$42K +4,200 New
BFEC
540
Benjamin F. Edwards & Company
Missouri
$39K +$11.6K +1,170 +42%
HI
541
Hudock Inc
Pennsylvania
$33K -$12.2K -1,260 -27%
BWM
542
Baystate Wealth Management
Massachusetts
$33K +$33K +3,144 New
WAS
543
WESPAC Advisors SoCal
California
$31K – – –
ST
544
Smithfield Trust
Pennsylvania
$30K – – –
CTC
545
Central Trust Company
Missouri
$30K – – –
BWA
546
BDO Wealth Advisors
Florida
$30K – – –
ESB
547
Essex Savings Bank
Connecticut
$30K +$30K +3,000 New
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$24K +2,388 New
BCA
549
Berman Capital Advisors
Georgia
$23K +$23K +2,334 New
BWP
550
Baldwin Wealth Partners
Massachusetts
$21K – – –
20 21
22
23 24