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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$2.3B
2
Charles Schwab
Charles Schwab
California
$303M
3
Creative Planning
Creative Planning
Kansas
$142M
4
AssetMark Inc
AssetMark Inc
California
$125M
5
QI
QS Investors
New York
$174M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
DWM
Destination Wealth Management
California
$540K
3
HSA
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
EP Wealth Advisors
California
$810K
5
SFS
Strategic Financial Services
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Hengehold Capital Management
Ohio
$4.03M -$252K -23,964 -6%
BFPW
127
BOK Financial Private Wealth
Colorado
$4M -$171K -16,260 -4%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$3.99M +$38.3K +3,642 +1%
LCM
129
Leisure Capital Management
California
$3.81M -$118K -11,256 -3%
JG
130
Jefferies Group
New York
$3.74M +$3.74M +355,560 New
EA
131
Edge Advisors
Georgia
$3.72M -$1.37M -130,578 -27%
MML Investors Services
132
MML Investors Services
Massachusetts
$3.67M +$270K +25,704 +8%
BC
133
Bartlett & Co
Ohio
$3.58M -$28.4K -2,700 -0.8%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$3.58M +$3.58M +340,296 New
VCAM
135
Van Cleef Asset Management
Ohio
$3.48M -$257K -24,474 -7%
HWA
136
Heritage Way Advisors
Illinois
$3.46M +$279K +26,520 +9%
PP
137
PagnatoKarp Partners
Virginia
$3.44M -$926K -88,122 -21%
SAM
138
Sawgrass Asset Management
Florida
$3.33M +$5.05K +480 +0.2%
MAS
139
Managed Account Services
Florida
$3.33M +$38.7K +3,678 +1%
MCM
140
Mitchell Capital Management
Kansas
$3.32M -$503K -47,844 -13%
BC
141
Barnett & Company
Tennessee
$3.26M +$252K +23,988 +8%
FWP
142
FAS Wealth Partners
Kansas
$3.25M +$109K +10,392 +3%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$3.21M -$415K -39,462 -11%
TRCT
144
Tower Research Capital (TRC)
New York
$3.08M +$3.08M +292,650 New
CCP
145
Cardan Capital Partners
Colorado
$3.07M +$3.07M +292,254 New
SPI
146
Santori & Peters Inc
Pennsylvania
$3.05M +$160K +15,198 +6%
AA
147
Advisory Alpha
Michigan
$3.05M +$1.56M +146,682 +105%
CWM
148
Circle Wealth Management
New Jersey
$3.04M +$12.8K +1,218 +0.4%
AF
149
Advisornet Financial
Minnesota
$2.99M +$544K +51,750 +22%
EWM
150
Elmwood Wealth Management
California
$2.89M +$2.89M +275,268 New
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