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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
CWM
2
Campbell Wealth Management
Virginia
$77.5M
3
Charles Schwab
3
Charles Schwab
California
$416M
4
Mariner
4
Mariner
Kansas
$88.9M
5
Bank of America
5
Bank of America
North Carolina
$56.6M

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 Market Value Shares Shares
Change 		Shares
Change %
AWMG
51
Alliance Wealth Management Group
New Jersey
$22.8M 382,735 -3,556 -0.9%
TCM
52
Towercrest Capital Management
Pennsylvania
$22.8M 382,735 -3,556 -0.9%
SHJ
53
Sharkey, Howes & Javer
Colorado
$22.5M 377,295 +132,264 +54%
AIP
54
Almanack Investment Partners
Pennsylvania
$21.9M 366,491 +215,164 +142%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$21.6M 361,268 +42,346 +13%
AG
56
Advisor Group
Arizona
$21.4M 358,649 +333,326 +1,316%
BA
57
Bristlecone Advisors
Washington
$20.5M 344,106 -11,500 -3%
BC
58
Burleson & Co
California
$20.4M 307,858 +105,364 +52%
AA
59
Ancora Advisors
Ohio
$20.3M 339,271 +28,930 +9%
RCIM
60
Red Cedar Investment Management
Michigan
$20M 334,400 +7,115 +2%
TIM
61
Total Investment Management
Arizona
$19.4M 298,062 +1,995 +0.7%
WCWM
62
Wooster Corthell Wealth Management
Connecticut
$18.7M 313,850 +9,234 +3%
AIA
63
Arcadia Investment Advisors
Idaho
$18.6M 311,948 -47,148 -13%
BWA
64
BlueSky Wealth Advisors
North Carolina
$18.5M 293,926 -52,357 -15%
RRC
65
Relaxing Retirement Coach
Massachusetts
$17.5M 293,861 -6,357 -2%
JIC
66
Johnson Investment Counsel
Ohio
$17.4M 293,202 +31,001 +12%
LWMT
67
Legacy Wealth Management (Tennessee)
Tennessee
$17.2M 287,790 +252,558 +717%
UBS AM
68
UBS AM
Illinois
$16.9M 283,195 -10,112 -3%
CFIA
69
Cantor Fitzgerald Investment Advisors
New York
$16.6M 277,635 +253,301 +1,041%
WA
70
WealthTrust-Arizona
Arizona
$16.6M 277,476 -11,215 -4%
AOWM
71
Alpha Omega Wealth Management
Virginia
$16.6M 277,494 +273,703 +7,220%
BMM
72
Buffington Mohr McNeal
Idaho
$16.3M 273,110 -2,389 -0.9%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$16.3M 272,892 -5,393 -2%
KBFS
74
Kohmann Bosshard Financial Services
Ohio
$16.3M 272,757 +12,171 +5%
MI
75
Moneywise Inc
Virginia
$16.2M 270,927 +6,043 +2%
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