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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

488 hedge funds and large institutions have $6.38B invested in Schwab US Large- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 131 reducing their positions, and 22 closing their positions.

Holders
488
Holders Change
+31
Holders Change %
+6.78%
% of All Funds
11.19%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
2.04%
New
56
Increased
230
Reduced
131
Closed
22
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
-$1.92M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TCM
3
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
4
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Jane Street
3
Jane Street
New York
$4.39M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
5
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$17.8M +$319K +29,436 +2%
PAG
52
Pinnacle Advisory Group
Maryland
$17.4M -$401K -37,038 -2%
MAG
53
Mokosak Advisory Group
Iowa
$17.3M +$682K +62,976 +4%
MI
54
Moneywise Inc
Virginia
$17.2M +$321K +29,670 +2%
LIM
55
Leavell Investment Management
Alabama
$17M +$12.1K +1,116 +0.1%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$16.4M +$672K +62,058 +4%
CWM
57
Cabot Wealth Management
Massachusetts
$16.4M +$867K +80,046 +6%
FC
58
Financial Consulate
Maryland
$16.3M +$694K +64,038 +4%
PFM
59
Parsec Financial Management
North Carolina
$16.3M -$310K -28,596 -2%
Ameriprise
60
Ameriprise
Minnesota
$16.2M +$1.14M +105,828 +8%
SFA
61
Sequoia Financial Advisors
Ohio
$15.9M +$165K +15,192 +1%
SWA
62
Sutton Wealth Advisors
Florida
$15.8M +$734K +67,770 +5%
SHJ
63
Sharkey, Howes & Javer
Colorado
$15.6M +$1.73M +160,020 +13%
K
64
Kemper
Illinois
$15.5M – – –
PRS
65
Pinkerton Retirement Specialists
Idaho
$15.4M +$12.5M +1,158,372 +443%
LPL Financial
66
LPL Financial
California
$14.7M +$1.36M +125,472 +10%
BO
67
BRR OpCo
Ohio
$14.6M +$601K +55,506 +4%
AIM
68
AMI Investment Management
Indiana
$14.4M +$2.75M +253,698 +24%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$14.3M +$750K +69,210 +6%
CHA
70
Cooper/Haims Advisors
New York
$14.3M +$7.38M +681,558 +107%
Mariner
71
Mariner
Kansas
$13.8M +$2.9M +267,480 +27%
AP
72
Appleton Partners
Massachusetts
$13.2M +$3.76M +346,680 +40%
FAIM
73
Financial Advocates Investment Management
Washington
$12.9M -$481K -44,322 -4%
BPM
74
Bowling Portfolio Management
Ohio
$12.8M -$395K -36,498 -3%
MWA
75
MFA Wealth Advisors
Pennsylvania
$12.6M +$1.15M +101,382 +10%
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