SCHX icon

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 %
DBRC
101
D.B. Root & Company
Pennsylvania
$5.97M +$835K +79,398 +16%
FI
102
FormulaFolio Investments
Michigan
$5.94M +$939K +89,298 +19%
MWM
103
MinichMacGregor Wealth Management
New York
$5.89M -$658K -62,634 -10%
CCM
104
Coldstream Capital Management
Washington
$5.62M +$2.55M +242,178 +83%
Bank of America
105
Bank of America
North Carolina
$5.34M -$666K -63,312 -11%
PFA
106
Pinnacle Family Advisors
Missouri
$5.28M +$5.28M +502,452 New
WAM
107
Watermark Asset Management
California
$5.24M -$263K -25,050 -5%
IAS
108
IMA Advisory Services
Colorado
$5.2M -$4.42K -420 -0.1%
VNA
109
Valley National Advisers
Pennsylvania
$5.1M +$1.39M +131,892 +37%
ACM
110
Avalon Capital Management
California
$5.02M +$2.44M +232,320 +95%
BWM
111
BerganKDV Wealth Management
Minnesota
$4.9M +$23.1K +2,202 +0.5%
AG
112
Appleton Group
Wisconsin
$4.86M +$400K +38,046 +9%
OWM
113
Orgel Wealth Management
Wisconsin
$4.81M -$832K -79,116 -15%
AA
114
Alesco Advisors
New York
$4.81M -$364K -34,644 -7%
AWM
115
Avior Wealth Management
Nebraska
$4.72M -$135K -12,810 -3%
BCP
116
Blackhawk Capital Partners
Wisconsin
$4.66M +$811K +77,118 +21%
UBS Group
117
UBS Group
Switzerland
$4.48M +$1.95M +185,058 +77%
NC
118
NewSquare Capital
Pennsylvania
$4.4M +$138K +13,158 +3%
GCA
119
Gradient Capital Advisors
California
$4.37M +$1.12M +106,920 +35%
US Bancorp
120
US Bancorp
Minnesota
$4.35M +$480K +45,612 +12%
CCM
121
Condor Capital Management
New Jersey
$4.21M +$64.5K +6,138 +2%
LF
122
Lee Financial
Texas
$4.17M +$2.21M +210,258 +113%
MWP
123
MYCIO Wealth Partners
Pennsylvania
$4.11M +$146K +13,908 +4%
SEIA
124
Signature Estate & Investment Advisors
California
$4.1M +$152K +14,484 +4%
CCMW
125
Cypress Capital Management (Wyoming)
Wyoming
$4.1M +$4.01M +381,750 +4,913%
3 4
5
6 7