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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.

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 %
Millennium Management
601
Millennium Management
New York
– -$250K -21,576 Closed
CPIG
602
Chicago Partners Investment Group
Illinois
– -$214K -20,412 Closed
CRC
603
Curi RMB Capital
Illinois
– -$227K -19,620 Closed
SAA
604
Southeast Asset Advisors
Georgia
– -$226K -19,458 Closed
QCM
605
Quadrant Capital Management
New Jersey
– -$221K -19,020 Closed
NHC
606
Nicholas Hoffman & Company
Georgia
– -$220K -19,002 Closed
KJWM
607
Kiley Juergens Wealth Management
Washington
– -$219K -18,924 Closed
MPIA
608
Mountain Pacific Investment Advisers
Idaho
– -$219K -18,900 Closed
MCM
609
Maple Capital Management
Vermont
– -$219K -18,900 Closed
FA
610
Fagan Associates
New York
– -$217K -18,756 Closed
WA
611
Winfield Associates
Ohio
– -$212K -18,246 Closed
SBSB
612
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$209K -18,042 Closed
HCM
613
HM Capital Management
Missouri
– -$204K -17,616 Closed
CA
614
Cambridge Advisors
Nebraska
– -$201K -17,376 Closed
HB
615
Homrich & Berg
Georgia
– -$200K -17,286 Closed
WIA
616
Westbourne Investment Advisors
Maryland
– -$193K -16,680 Closed
EA
617
Elm Advisors
California
– -$153K -13,170 Closed
AIIMS
618
Analyst IMS Investment Management Services
Israel
– -$146 -12,600 Closed
PAMG
619
Patton Albertson Miller Group
Tennessee
– -$130K -12,360 Closed
WC
620
Whitney & Co
New York
– -$79K -7,050 Closed
SPIA
621
Steward Partners Investment Advisory
New York
– -$66K -5,706 Closed
MWPCG
622
Measured Wealth Private Client Group
New Hampshire
– -$63K -5,412 Closed
CAG
623
Csenge Advisory Group
Florida
– -$56K -5,214 Closed
APSP
624
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$40K -3,576 Closed
MM
625
Main Management
California
– -$35K -3,054 Closed
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