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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.

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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$10.5M -$98.6K -9,372 -0.9%
DP
77
Denver PWM
Colorado
$10.5M +$79.1K +7,248 +0.8%
VAS
78
Valicenti Advisory Services
New York
$10.3M -$1.48M -140,964 -13%
SP
79
SWS Partners
Ohio
$10.2M +$277K +26,946 +3%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$9.94M +$2.07M +196,602 +26%
EWM
81
Empirical Wealth Management
Washington
$9.53M +$55.6K +5,292 +0.6%
MA
82
MCF Advisors
Kentucky
$9.27M +$928K +88,302 +11%
AP
83
Appleton Partners
Massachusetts
$9.16M +$4.71M +447,576 +106%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$8.85M -$4.21M -400,176 -32%
ECM
85
Exchange Capital Management
Michigan
$8.84M +$486K +46,218 +6%
ADL
86
Asset Dedication LLC
California
$8.52M -$329K -31,350 -4%
CG
87
Colony Group
Massachusetts
$8.38M -$173K -16,410 -2%
DAS
88
Dynamic Advisor Solutions
Arizona
$8.38M +$8.08M +768,990 +2,782%
CCM
89
CWH Capital Management
Washington
$8.33M -$1.16M -110,160 -12%
BC
90
Burleson & Co
California
$7.96M +$235K +22,398 +3%
SFPM
91
Sensible Financial Planning & Management
Massachusetts
$7.67M +$1.69M +160,284 +28%
MFS
92
Monetta Financial Services
Illinois
$7.57M – – –
LWA
93
Lenox Wealth Advisors
New York
$7.22M +$528K +50,256 +8%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$7.09M +$618K +58,800 +10%
SBL
95
Sargent Bickham Lagudis
Colorado
$6.87M +$191K +18,156 +3%
CHA
96
Cooper/Haims Advisors
New York
$6.73M +$1.25M +119,268 +23%
PFC
97
Phocas Financial Corp
California
$6.49M -$5.9M -555,426 Closed
AL
98
Aspiriant LLC
California
$6.4M +$5.7M +542,088 +809%
NDSI
99
Newman Dignan & Sheerar Inc
Rhode Island
$6.35M +$654K +61,788 +11%
NIC
100
Northwest Investment Counselors
Oregon
$6.17M -$110K -10,494 -2%
2 3
4
5 6