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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 %
GEA
576
Glen Eagle Advisors
New Jersey
$1.55K – – –
SIM
577
Sonora Investment Management
Arizona
$1K -$55K -6,600 -98%
KL
578
KWMG LLC
Kansas
$1K -$400 -24 -29%
TRCT
579
Tower Research Capital (TRC)
New York
$1K – – –
AF
580
Allworth Financial
California
$1K – – –
CFA
581
Carroll Financial Associates
North Carolina
$1K +$304 +42 +44%
UFF
582
USA Financial Formulas
Michigan
$1K +$1K +60 New
ACA
583
Ackerman Capital Advisors
Texas
$536 +$536 +53,820 New
MWA
584
MFA Wealth Advisors
Pennsylvania
– -$11M -1,019,490 Closed
MWM
585
MinichMacGregor Wealth Management
New York
– -$6.43M -552,450 Closed
AG
586
Appleton Group
Wisconsin
– -$5.71M -492,360 Closed
AIM
587
Arcadia Investment Management
Michigan
– -$3.94M -339,732 Closed
CCP
588
Cardan Capital Partners
Colorado
– -$3.38M -291,282 Closed
Manulife (Manufacturers Life Insurance)
589
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.03M -261,270 Closed
FTS
590
Fifth Third Securities
Ohio
– -$1.19M -102,558 Closed
SG Americas Securities
591
SG Americas Securities
New York
– -$1.18M -101,892 Closed
TFS
592
TrustCore Financial Services
Tennessee
– -$792K -68,280 Closed
AWM
593
Altium Wealth Management
New York
– -$749K -64,566 Closed
EWM
594
Evercore Wealth Management
New York
– -$422K -36,402 Closed
UWM
595
USAdvisors Wealth Management
Minnesota
– -$420K -36,198 Closed
RWP
596
RWA Wealth Partners
Massachusetts
– -$417K -35,958 Closed
FF
597
Friedenthal Financial
New Jersey
– -$340K -29,340 Closed
ACM
598
Avalon Capital Management
California
– -$285K -24,552 Closed
JFA
599
JNBA Financial Advisors
Minnesota
– -$264K -22,746 Closed
MCM
600
Maryland Capital Management
Maryland
– -$257K -22,158 Closed
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