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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
Charles Schwab
California
$352M
3
TCM
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Jane Street
Jane Street
New York
$4.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pinnacle Family Advisors
Missouri
$4.41M -$1.04M -95,700 -19%
Jane Street
127
Jane Street
New York
$4.39M -$13M -1,203,660 -75%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$4.36M +$251K +23,136 +6%
CCM
129
Condor Capital Management
New Jersey
$4.3M -$30.5K -2,814 -0.7%
BWM
130
BerganKDV Wealth Management
Minnesota
$4.27M -$780K -71,976 -15%
US Bancorp
131
US Bancorp
Minnesota
$4.22M -$257K -23,754 -6%
PP
132
PagnatoKarp Partners
Virginia
$4.16M +$618K +57,072 +17%
GCA
133
Gradient Capital Advisors
California
$4.1M -$403K -37,224 -9%
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$4.05M -$174K -16,020 -4%
MWP
135
MYCIO Wealth Partners
Pennsylvania
$4.01M -$221K -20,394 -5%
AIM
136
Arcadia Investment Management
Michigan
$4.01M +$1.84M +169,632 +85%
EA
137
Edge Advisors
Georgia
$3.98M +$144K +13,326 +4%
BFPW
138
BOK Financial Private Wealth
Colorado
$3.92M -$200K -18,468 -5%
LCC
139
Lincoln Capital Corp
Rhode Island
$3.88M +$1.18M +109,356 +44%
LCM
140
Leisure Capital Management
California
$3.79M -$132K -12,228 -3%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$3.7M +$11.4K +1,050 +0.3%
BC
142
Bartlett & Co
Ohio
$3.7M +$11.4K +1,050 +0.3%
BC
143
Barnett & Company
Tennessee
$3.67M +$311K +28,704 +9%
HWA
144
Heritage Way Advisors
Illinois
$3.56M -$4.48K -414 -0.1%
FWP
145
FAS Wealth Partners
Kansas
$3.54M +$191K +17,610 +6%
VCAM
146
Van Cleef Asset Management
Ohio
$3.53M -$47.6K -4,392 -1%
MCM
147
Mitchell Capital Management
Kansas
$3.5M +$78.1K +7,206 +2%
CWM
148
Cornerstone Wealth Management
Missouri
$3.44M +$3.44M +1,345,302 New
SAM
149
Sawgrass Asset Management
Florida
$3.42M -$13K -1,200 -0.4%
ACM
150
Alpha Capital Management
Texas
$3.41M +$3.41M +315,108 New
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