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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 %
DAS
101
Dynamic Advisor Solutions
Arizona
$9.28M -$710K -61,248 -7%
LWA
102
Lenox Wealth Advisors
New York
$9.17M +$871K +75,126 +10%
CG
103
Colony Group
Massachusetts
$8.94M -$195K -16,794 -2%
SBL
104
Sargent Bickham Lagudis
Colorado
$8.54M +$780K +67,272 +10%
LCC
105
Lincoln Capital Corp
Rhode Island
$8.37M +$4.21M +363,510 +101%
AA
106
Advisory Alpha
Michigan
$8.36M +$176K +16,344 +2%
FI
107
FormulaFolio Investments
Michigan
$8.09M +$585K +50,502 +8%
ACM
108
Alpha Capital Management
Texas
$7.94M +$4.29M +369,654 +117%
PPA
109
Parametric Portfolio Associates
Washington
$7.89M +$97.7K +8,430 +1%
VNA
110
Valley National Advisers
Pennsylvania
$7.78M +$1.04M +89,460 +15%
NDSI
111
Newman Dignan & Sheerar Inc
Rhode Island
$7.25M +$253K +22,104 +4%
Bank of America
112
Bank of America
North Carolina
$7.04M +$493K +42,546 +8%
SFS
113
Strategic Financial Services
New York
$6.94M +$49.5K +4,272 +0.7%
NIC
114
Northwest Investment Counselors
Oregon
$6.56M -$275K -23,682 -4%
PFC
115
Phocas Financial Corp
California
$6.53M -$6.49M – –
MWM
116
MinichMacGregor Wealth Management
New York
$6.43M -$222K -19,056 -3%
WP
117
WealthSource Partners
California
$6.4M +$1.63M +140,280 +34%
LF
118
Lee Financial
Texas
$6.34M +$662K +57,090 +12%
IAS
119
IMA Advisory Services
Colorado
$6.29M +$564K +48,618 +10%
DWM
120
Destination Wealth Management
California
$6.15M +$14K +1,206 +0.2%
US Bancorp
121
US Bancorp
Minnesota
$5.9M +$1.39M +119,538 +31%
OWM
122
Orgel Wealth Management
Wisconsin
$5.75M -$128K -11,070 -2%
AG
123
Appleton Group
Wisconsin
$5.71M +$300K +25,896 +6%
NC
124
NewSquare Capital
Pennsylvania
$5.62M +$199K +17,190 +4%
Jane Street
125
Jane Street
New York
$5.48M +$775K +66,816 +16%
3 4
5
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