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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 %
Morgan Stanley
76
Morgan Stanley
New York
$12.2M +$1.27M +117,210 +12%
Wells Fargo
77
Wells Fargo
California
$11.8M -$308K -28,428 -3%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$11.6M +$1.35M +124,974 +13%
VAS
79
Valicenti Advisory Services
New York
$11.5M +$947K +87,426 +9%
CCM
80
CWH Capital Management
Washington
$11.1M +$2.53M +233,718 +29%
HighTower Advisors
81
HighTower Advisors
Illinois
$10.7M -$92.8K -8,574 -0.9%
SJIM
82
St. Johns Investment Management
Florida
$10.7M -$624K -57,576 -6%
EWM
83
Empirical Wealth Management
Washington
$10.2M +$386K +35,658 +4%
BC
84
Burleson & Co
California
$10.1M +$1.85M +170,766 +23%
SP
85
SWS Partners
Ohio
$10M -$738K -68,154 -7%
ADL
86
Asset Dedication LLC
California
$9.95M +$1.16M +106,800 +13%
MA
87
MCF Advisors
Kentucky
$9.81M +$261K +24,066 +3%
IWMA
88
Ironwood Wealth Management (Arizona)
Arizona
$9.69M +$9.69M +894,744 New
DAS
89
Dynamic Advisor Solutions
Arizona
$9.34M +$708K +65,322 +8%
ECM
90
Exchange Capital Management
Michigan
$9.15M +$39.4K +3,636 +0.4%
SFPM
91
Sensible Financial Planning & Management
Massachusetts
$8.89M +$989K +91,332 +13%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$8.85M – – –
B
93
Bailard
California
$8.8M +$6.43M +593,538 +271%
CG
94
Colony Group
Massachusetts
$8.53M -$96K -8,862 -1%
DBRC
95
D.B. Root & Company
Pennsylvania
$8.51M +$2.36M +217,842 +38%
AA
96
Advisory Alpha
Michigan
$8.46M +$5.27M +472,968 +165%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$8.34M +$1.03M +95,184 +14%
MFS
98
Monetta Financial Services
Illinois
$7.8M – – –
LWA
99
Lenox Wealth Advisors
New York
$7.75M +$312K +28,794 +4%
CCM
100
Coldstream Capital Management
Washington
$7.72M +$1.93M +178,008 +33%
2 3
4
5 6