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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 %
PPA
101
Parametric Portfolio Associates
Washington
$7.28M +$7.28M +672,294 New
SBL
102
Sargent Bickham Lagudis
Colorado
$7.25M +$179K +16,488 +3%
FI
103
FormulaFolio Investments
Michigan
$7.02M +$899K +83,010 +15%
PFC
104
Phocas Financial Corp
California
$6.49M -$6.49M – –
SFS
105
Strategic Financial Services
New York
$6.44M +$6.44M +594,468 New
NIC
106
Northwest Investment Counselors
Oregon
$6.39M +$27.6K +2,544 +0.4%
VNA
107
Valley National Advisers
Pennsylvania
$6.3M +$1.05M +96,486 +20%
MWM
108
MinichMacGregor Wealth Management
New York
$6.21M +$124K +11,412 +2%
Bank of America
109
Bank of America
North Carolina
$6.11M +$612K +56,472 +11%
AL
110
Aspiriant LLC
California
$5.95M -$648K -59,868 -10%
FAAS
111
First Allied Advisory Services
California
$5.93M +$5.93M +547,356 New
CM
112
Columbus Macro
Pennsylvania
$5.76M +$5.76M +531,750 New
DWM
113
Destination Wealth Management
California
$5.73M +$5.48M +505,500 +2,123%
KM
114
Kalos Management
Georgia
$5.6M +$2.96M +261,150 +112%
OWM
115
Orgel Wealth Management
Wisconsin
$5.49M +$535K +49,350 +11%
DPA
116
Delphi Private Advisors
California
$5.36M +$5.36M +495,108 New
IAS
117
IMA Advisory Services
Colorado
$5.35M -$13.7K -1,266 -0.3%
LF
118
Lee Financial
Texas
$5.31M +$1.01M +93,600 +24%
NC
119
NewSquare Capital
Pennsylvania
$5.23M +$552K +49,410 +12%
AG
120
Appleton Group
Wisconsin
$5.05M +$46.2K +4,266 +0.9%
AA
121
Alesco Advisors
New York
$5.02M +$67.9K +6,270 +1%
HCM
122
Hengehold Capital Management
Ohio
$4.96M +$804K +74,208 +19%
AWM
123
Avior Wealth Management
Nebraska
$4.86M -$9.23K -852 -0.2%
WAM
124
Watermark Asset Management
California
$4.8M -$599K -55,326 -11%
WP
125
WealthSource Partners
California
$4.46M +$3.27M +302,268 +277%
3 4
5
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