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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

457 hedge funds and large institutions have $5.92B invested in Schwab US Large- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 145 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+5
Holders Change %
+1.11%
% of All Funds
10.49%
Holding in Top 10
86
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.88%
% of All Funds
1.97%
New
43
Increased
225
Reduced
145
Closed
36
Calls
$2.75M
Puts
$303K
Net Calls
+$2.45M
Net Calls Change
+$1.92M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.3B
2
Charles Schwab
2
Charles Schwab
California
$303M
3
Creative Planning
3
Creative Planning
Kansas
$142M
4
AssetMark Inc
4
AssetMark Inc
California
$125M
5
QI
5
QS Investors
New York
$174M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
DWM
2
Destination Wealth Management
California
$540K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
4
EP Wealth Advisors
California
$810K
5
SFS
5
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$16.9M +$14.7M +1,400,910 +672%
LIM
52
Leavell Investment Management
Alabama
$16.5M +$828K +78,738 +5%
MI
53
Moneywise Inc
Virginia
$16.3M -$2.7M -257,232 -14%
MAG
54
Mokosak Advisory Group
Iowa
$16.2M +$7.45K +708 +0%
PFM
55
Parsec Financial Management
North Carolina
$16.1M -$256K -24,390 -2%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$15.3M +$977K +92,970 +7%
SFA
57
Sequoia Financial Advisors
Ohio
$15.3M -$324K -30,828 -2%
FC
58
Financial Consulate
Maryland
$15.2M +$677K +64,404 +5%
CWM
59
Cabot Wealth Management
Massachusetts
$15M +$908K +86,370 +6%
K
60
Kemper
Illinois
$15M – – –
Ameriprise
61
Ameriprise
Minnesota
$14.6M +$916K +87,150 +7%
SWA
62
Sutton Wealth Advisors
Florida
$14.6M +$1.6M +151,794 +12%
BO
63
BRR OpCo
Ohio
$13.6M -$620K -58,932 -4%
SHJ
64
Sharkey, Howes & Javer
Colorado
$13.5M +$261K +24,870 +2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$13.2M +$1.88M +178,878 +17%
LPL Financial
66
LPL Financial
California
$13M +$3.45M +328,122 +36%
FAIM
67
Financial Advocates Investment Management
Washington
$13M -$93.9K -8,934 -0.7%
BPM
68
Bowling Portfolio Management
Ohio
$12.8M -$710K -67,578 -5%
TCM
69
Tradewinds Capital Management
Washington
$12.2M +$11M +1,047,744 +910%
Wells Fargo
70
Wells Fargo
California
$11.7M -$481K -45,786 -4%
AIM
71
AMI Investment Management
Indiana
$11.3M -$1.94M -184,050 -15%
SJIM
72
St. Johns Investment Management
Florida
$11M -$59.2K -5,628 -0.5%
MWA
73
MFA Wealth Advisors
Pennsylvania
$10.7M -$1.32M -124,416 -11%
Morgan Stanley
74
Morgan Stanley
New York
$10.6M +$2.73M +259,668 +35%
Mariner
75
Mariner
Kansas
$10.5M -$40.1K -3,816 -0.4%
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3
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