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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

510 hedge funds and large institutions have $8.18B invested in Schwab US Large- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 161 reducing their positions, and 23 closing their positions.

Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
11.68%
Holding in Top 10
95
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.74%
% of All Funds
2.18%
New
46
Increased
251
Reduced
161
Closed
23
Calls
$362K
Puts
–
Net Calls
+$362K
Net Calls Change
-$164K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$988M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.4M
4
BTS
4
BB&T Securities
Virginia
$40.9M
5
PFG
5
Piershale Financial Group
Illinois
$29M

Top Sellers

1
QI
1
QS Investors
New York
$169M
2
FC
2
Financial Consulate
Maryland
$3.97M
3
MFS
3
Monetta Financial Services
Illinois
$0
4
PFC
4
Phocas Financial Corp
California
$6.53M
5
KM
5
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
51
Total Investment Management
Arizona
$20.6M +$562K +48,444 +3%
UBS AM
52
UBS AM
Illinois
$20.4M -$297K -25,608 -1%
WA
53
WealthTrust-Arizona
Arizona
$20.1M -$686K -59,178 -3%
LPL Financial
54
LPL Financial
California
$19.7M +$3.94M +339,420 +25%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$19.4M +$268K +23,154 +1%
PAG
56
Pinnacle Advisory Group
Maryland
$19.3M +$707K +60,960 +4%
BMM
57
Buffington Mohr McNeal
Idaho
$19.2M -$201K -17,340 -1%
MI
58
Moneywise Inc
Virginia
$18.4M +$60.8K +5,244 +0.3%
Mariner
59
Mariner
Kansas
$18.4M +$3.69M +318,480 +25%
JIC
60
Johnson Investment Counsel
Ohio
$18.2M -$2.92M -251,754 -14%
MAG
61
Mokosak Advisory Group
Iowa
$18.2M -$336K -28,974 -2%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$18.1M +$546K +47,070 +3%
Ameriprise
63
Ameriprise
Minnesota
$18M +$631K +54,462 +4%
HighTower Advisors
64
HighTower Advisors
Illinois
$17.7M +$6.22M +536,754 +54%
MWA
65
Martel Wealth Advisors
Washington
$17.6M +$17.6M +1,517,040 New
LIM
66
Leavell Investment Management
Alabama
$17.5M -$624K -53,862 -3%
SWA
67
Sutton Wealth Advisors
Florida
$17.2M +$321K +27,684 +2%
SHJ
68
Sharkey, Howes & Javer
Colorado
$17M +$350K +30,180 +2%
CWM
69
Cabot Wealth Management
Massachusetts
$16.9M -$615K -53,076 -4%
PFM
70
Parsec Financial Management
North Carolina
$16.9M -$548K -47,244 -3%
K
71
Kemper
Illinois
$16.6M – – –
PRS
72
Pinkerton Retirement Specialists
Idaho
$16.6M +$115K +9,930 +0.7%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$16.4M +$3.99M +343,842 +32%
AP
74
Appleton Partners
Massachusetts
$15.8M +$1.73M +148,944 +12%
BO
75
BRR OpCo
Ohio
$15.4M -$216K -18,630 -1%
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3
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