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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
Charles Schwab
2
Charles Schwab
California
$416M
3
Mariner
3
Mariner
Kansas
$88.9M
4
Bank of America
4
Bank of America
North Carolina
$56.6M
5
Creative Planning
5
Creative Planning
Kansas
$146M

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 Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
IMA Advisory Services
Colorado
$7.19M +$1.8M +180,450 +33%
NCM
127
Next Capital Management
New York
$7.12M +$7.12M +715,896 New
CM
128
Columbus Macro
Pennsylvania
$6.86M +$2.25M +225,540 +49%
PFC
129
Phocas Financial Corp
California
$6.86M -$6.53M – –
ACM
130
Alpha Capital Management
Texas
$6.86M +$45.9K +4,614 +0.7%
FC
131
Financial Consulate
Maryland
$6.78M +$3.38M +339,462 +99%
HCM
132
Hengehold Capital Management
Ohio
$6.74M +$2.17M +217,980 +47%
LF
133
Lee Financial
Texas
$6.54M +$1.09M +109,962 +20%
APP
134
Avantax Planning Partners
Iowa
$6.35M +$6.29M +632,316 +10,085%
FAAS
135
First Allied Advisory Services
California
$6.17M +$1.48M +148,824 +32%
OWM
136
Orgel Wealth Management
Wisconsin
$6.08M +$1.14M +114,960 +23%
KM
137
Kalos Management
Georgia
$5.99M +$5.99M +493,812 New
AA
138
Advisory Alpha
Michigan
$5.96M -$2.42M -224,388 -29%
FNC
139
First National Corp
Massachusetts
$5.74M +$5.74M +577,278 New
PMG
140
ProVise Management Group
Florida
$5.71M +$4.95M +497,688 +658%
QAM
141
QCI Asset Management
New York
$5.68M +$2.44M +244,734 +75%
FA
142
FDx Advisors
Illinois
$5.62M +$2.87M +288,774 +105%
NIC
143
Northwest Investment Counselors
Oregon
$5.54M -$90.2K -9,066 -2%
CFGS
144
Concourse Financial Group Securities
Alabama
$5.54M +$5.54M +555,534 New
SFS
145
Strategic Financial Services
New York
$5.53M -$431K -43,350 -7%
AA
146
Alesco Advisors
New York
$5.4M +$759K +76,302 +16%
OFG
147
Omega Financial Group
California
$5.34M +$5.34M +537,012 New
US Bancorp
148
US Bancorp
Minnesota
$5.15M +$78.5K +7,890 +2%
NC
149
NewSquare Capital
Pennsylvania
$5.08M +$250K +25,092 +5%
GCA
150
Gradient Capital Advisors
California
$4.99M +$1.59M +160,074 +47%
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