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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
CWM
2
Campbell Wealth Management
Virginia
$77.5M
3
Charles Schwab
3
Charles Schwab
California
$416M
4
Mariner
4
Mariner
Kansas
$88.9M
5
Bank of America
5
Bank of America
North Carolina
$56.6M

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 %
Wells Fargo
101
Wells Fargo
California
$11.4M 191,241 +243 +0.1%
Jane Street
102
Jane Street
New York
$11.3M 188,613 +109,878 +140%
DBRC
103
D.B. Root & Company
Pennsylvania
$11M 184,994 +25,098 +16%
DAS
104
Dynamic Advisor Solutions
Arizona
$11M 173,710 +40,259 +30%
MFGP
105
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.9M 183,086 +183,086 New
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$10.5M 176,334 +27,668 +19%
CG
107
Colony Group
Massachusetts
$10.3M 172,904 +44,395 +35%
DP
108
Denver PWM
Colorado
$10.1M 156,366 +1,667 +1%
SJIM
109
St. Johns Investment Management
Florida
$9.96M 166,743 +1,289 +0.8%
MF
110
Manchester Financial
California
$9.45M 158,356 +158,356 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$9.33M 156,319 +16,588 +12%
FAIM
112
Financial Advocates Investment Management
Washington
$9.04M 151,366 -44,646 -23%
SP
113
SWS Partners
Ohio
$8.94M 149,727 +1,415 +1%
CCM
114
Coldstream Capital Management
Washington
$8.89M 148,875 +12,083 +9%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$8.87M 148,633 -71,213 -32%
IWMA
116
Ironwood Wealth Management (Arizona)
Arizona
$8.82M 147,695 -3,445 -2%
AAM
117
AMI Asset Management
California
$8.79M 147,197 +147,197 New
LWA
118
Lenox Wealth Advisors
New York
$8.67M 145,200 +13,366 +10%
EWM
119
Empirical Wealth Management
Washington
$8.56M 143,358 -13,889 -9%
ECM
120
Exchange Capital Management
Michigan
$8.46M 141,634 +4,140 +3%
BDF
121
Black Diamond Financial
Maryland
$8.17M 142,805 +142,805 New
DW
122
Domani Wealth
Pennsylvania
$8.16M 136,605 +136,605 New
FI
123
FormulaFolio Investments
Michigan
$8.09M 116,350 – –
ADL
124
Asset Dedication LLC
California
$7.76M 130,070 -14,914 -10%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$7.2M 120,590 +48,822 +68%
3 4
5
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