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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
Charles Schwab
2
Charles Schwab
California
$416M
3
Mariner
3
Mariner
Kansas
$88.9M
4
Bank of America
4
Bank of America
North Carolina
$56.6M
5
Creative Planning
5
Creative Planning
Kansas
$146M

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 %
MWA
76
Martel Wealth Advisors
Washington
$16M 268,649 +15,809 +6%
SFA
77
Sequoia Financial Advisors
Ohio
$15.4M 258,246 +40,988 +19%
PAG
78
Pinnacle Advisory Group
Maryland
$15.4M 257,954 -20,161 -7%
Morgan Stanley
79
Morgan Stanley
New York
$15.1M 252,397 +40,142 +19%
LIM
80
Leavell Investment Management
Alabama
$14.9M 249,287 -2,734 -1%
DWM
81
Destination Wealth Management
California
$14.8M 247,698 +159,278 +180%
PFM
82
Parsec Financial Management
North Carolina
$14.5M 243,643 +947 +0.4%
K
83
Kemper
Illinois
$14.2M 238,368 – –
CWM
84
Cabot Wealth Management
Massachusetts
$14.2M 237,927 -4,946 -2%
VAS
85
Valicenti Advisory Services
New York
$13.9M 232,931 +23,554 +11%
BO
86
BRR OpCo
Ohio
$13.8M 231,913 +10,347 +5%
VNA
87
Valley National Advisers
Pennsylvania
$13.7M 230,232 +118,388 +106%
Ameriprise
88
Ameriprise
Minnesota
$13.7M 228,883 -29,485 -11%
FLPIM
89
F.L. Putnam Investment Management
Massachusetts
$13.6M 228,576 -7,096 -3%
CWM
90
CCG Wealth Management
California
$13.5M 226,406 +226,406 New
JFGLC
91
Johnson Financial Group LLC (Colorado)
Colorado
$13.2M 221,846 +221,846 New
FPCG
92
Fort Pitt Capital Group
Pennsylvania
$13.2M 220,900 +216,936 +5,473%
SWA
93
Sutton Wealth Advisors
Florida
$12M 201,811 -45,306 -18%
TCM
94
Tradewinds Capital Management
Washington
$11.9M 198,527 +175,455 +760%
CCM
95
CWH Capital Management
Washington
$11.8M 197,643 -350 -0.2%
AP
96
Appleton Partners
Massachusetts
$11.8M 197,041 -30,767 -14%
MA
97
MCF Advisors
Kentucky
$11.7M 195,902 +54,890 +39%
MAG
98
Mokosak Advisory Group
Iowa
$11.7M 195,518 -66,181 -25%
BPM
99
Bowling Portfolio Management
Ohio
$11.6M 194,498 +9,981 +5%
AIM
100
AMI Investment Management
Indiana
$11.5M 192,415 -2,733 -1%
2 3
4
5 6