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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.

New
Increased
Maintained
Reduced
Closed
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
SEI Investments
Pennsylvania
$988M
2
CSIA
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.4M
4
BTS
BB&T Securities
Virginia
$40.9M
5
PFG
Piershale Financial Group
Illinois
$29M

Top Sellers

1
QI
QS Investors
New York
$169M
2
FC
Financial Consulate
Maryland
$3.97M
3
MFS
Monetta Financial Services
Illinois
$0
4
PFC
Phocas Financial Corp
California
$6.53M
5
KM
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
126
First Allied Advisory Services
California
$5.46M -$884K -76,332 -14%
DPA
127
Delphi Private Advisors
California
$5.44M -$303K -26,106 -5%
AA
128
Alesco Advisors
New York
$5.4M +$24.1K +2,082 +0.4%
CM
129
Columbus Macro
Pennsylvania
$5.37M -$794K -68,424 -13%
HCM
130
Hengehold Capital Management
Ohio
$5.33M +$19.5K +1,686 +0.4%
IA
131
IFP Advisors
Florida
$5.18M +$1.9M +163,842 +58%
AL
132
Aspiriant LLC
California
$5M -$1.36M -117,372 -21%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$4.99M +$326K +28,134 +7%
WAM
134
Watermark Asset Management
California
$4.91M -$228K -19,662 -4%
AWM
135
Avior Wealth Management
Nebraska
$4.82M -$380K -32,766 -7%
CCMW
136
Cypress Capital Management (Wyoming)
Wyoming
$4.77M +$443K +38,208 +10%
BAM
137
Belpointe Asset Management
Nevada
$4.74M +$3.4M +293,382 +254%
BWM
138
BerganKDV Wealth Management
Minnesota
$4.71M +$144K +12,450 +3%
CCM
139
Condor Capital Management
New Jersey
$4.54M -$66K -5,694 -1%
Citadel Advisors
140
Citadel Advisors
Florida
$4.4M +$1.77M +152,718 +67%
PP
141
PagnatoKarp Partners
Virginia
$4.4M -$61.6K -5,316 -1%
LCM
142
Leisure Capital Management
California
$4.28M +$224K +19,278 +6%
WAM
143
Wakefield Asset Management
Colorado
$4.23M +$4.23M +364,992 New
HWA
144
Heritage Way Advisors
Illinois
$4.18M +$370K +31,944 +10%
MWP
145
MYCIO Wealth Partners
Pennsylvania
$4.15M -$147K -12,636 -3%
B
146
Bailard
California
$4.1M -$5.31M -458,274 -56%
BC
147
Bartlett & Co
Ohio
$4.05M +$96.3K +8,310 +2%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$4.05M +$96.3K +8,310 +2%
FC
149
Financial Consulate
Maryland
$3.97M -$13.5M -1,165,902 -77%
GCA
150
Gradient Capital Advisors
California
$3.96M -$424K -36,540 -10%
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