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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 %
PGAM
551
Princeton Global Asset Management
New Jersey
$21K +$21K +2,076 New
LC
552
Lavaca Capital
Texas
$19K +$19K +1,872 New
HR
553
Howe & Rusling
New York
$18K -$73.1K -7,428 -80%
EWM
554
Edge Wealth Management
New York
$18K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$18K +$3.31K +330 +23%
NR
556
Newfound Research
Massachusetts
$15K -$4.63K -450 -24%
PWM
557
PRW Wealth Management
Massachusetts
$14K +$14K +1,422 New
APA
558
American Portfolios Advisors
New York
$13.9K -$68.3K -6,852 -83%
HDIM
559
Hanson & Doremus Investment Management
Vermont
$13K – – –
LB
560
Legacy Bridge
Iowa
$12K +$12K +1,200 New
WCM
561
WealthBridge Capital Management
Ohio
$12K +$12K +1,200 New
PFGIA
562
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +1,098 New
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$9K +$9K +900 New
KC
564
Knuff & Co
California
$8K +$8K +762 New
JWM
565
Janiczek Wealth Management
Colorado
$7K +$6.23K +582 +808%
LDFR
566
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7K +720 New
HCM
567
Horrell Capital Management
Arkansas
$6K – – –
CFA
568
Clarfeld Financial Advisors
New York
$6K +$6K +636 New
AWM
569
AllSquare Wealth Management
New York
$5K – – –
FHA
570
Flagship Harbor Advisors
Massachusetts
$5K – – –
MIM
571
Macroview Investment Management
Maryland
$5K +$3.86K +384 +337%
ACA
572
Atlas Capital Advisors
Wyoming
$4.48K – – –
1NWS
573
1 North Wealth Services
Maryland
$4K +$4K +420 New
WA
574
WBH Advisory
Maryland
$3.59K +$863 +86,760 +32%
KCM
575
Karp Capital Management
California
$2K +$2K +192 New
21 22
23
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