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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$15.3M -$51.4K -4,434 -0.3%
SFA
77
Sequoia Financial Advisors
Ohio
$15.1M -$1.88M -162,234 -11%
Morgan Stanley
78
Morgan Stanley
New York
$14.8M +$1.73M +148,896 +13%
VAS
79
Valicenti Advisory Services
New York
$14.6M +$2.22M +191,514 +18%
CCM
80
CWH Capital Management
Washington
$13.8M +$1.87M +161,550 +16%
FAIM
81
Financial Advocates Investment Management
Washington
$13.6M -$143K -12,318 -1%
AIM
82
AMI Investment Management
Indiana
$13.6M -$1.84M -158,550 -12%
Wells Fargo
83
Wells Fargo
California
$13.3M +$693K +59,802 +6%
BC
84
Burleson & Co
California
$13M +$3.07M +286,770 +31%
BPM
85
Bowling Portfolio Management
Ohio
$12.8M -$910K -78,498 -7%
SJIM
86
St. Johns Investment Management
Florida
$11.5M +$41.2K +3,558 +0.4%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$11.3M +$1.52M +131,454 +16%
DBRC
88
D.B. Root & Company
Pennsylvania
$11.1M +$2.02M +174,096 +22%
MWA
89
MFA Wealth Advisors
Pennsylvania
$11M -$968K -89,388 -8%
EWM
90
Empirical Wealth Management
Washington
$10.9M +$19.8K +1,704 +0.2%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$10.5M +$140K +12,096 +1%
SFPM
92
Sensible Financial Planning & Management
Massachusetts
$10.3M +$821K +70,848 +9%
SP
93
SWS Partners
Ohio
$10.3M -$418K -36,018 -4%
AIP
94
Almanack Investment Partners
Pennsylvania
$10.2M +$10.2M +907,962 New
DP
95
Denver PWM
Colorado
$10.1M +$10.1M +928,194 New
ADL
96
Asset Dedication LLC
California
$10.1M -$559K -48,222 -5%
MA
97
MCF Advisors
Kentucky
$9.81M -$692K -59,700 -7%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$9.72M +$795K +68,610 +9%
ECM
99
Exchange Capital Management
Michigan
$9.56M -$230K -19,824 -2%
CCM
100
Coldstream Capital Management
Washington
$9.52M +$1.25M +107,922 +15%
2 3
4
5 6