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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 %
BIA
151
Bigelow Investment Advisors
Maine
$2.88M +$297K +28,206 +11%
ECM
152
ETrade Capital Management
Virginia
$2.87M -$184K -17,454 -6%
TA
153
Tiedemann Advisors
New York
$2.84M +$2.21M +210,096 +351%
GHA
154
GW Henssler & Associates
Georgia
$2.84M +$281K +26,718 +11%
PRS
155
Pinkerton Retirement Specialists
Idaho
$2.75M +$2.59M +246,276 +1,650%
FC
156
Forte Capital
New York
$2.72M +$165K +15,654 +6%
NCM
157
Northwest Capital Management
Oregon
$2.69M -$106K -10,080 -4%
QAM
158
QCI Asset Management
New York
$2.64M -$300K -28,500 -10%
LCC
159
Lincoln Capital Corp
Rhode Island
$2.62M +$1.09M +103,512 +71%
WA
160
WBH Advisory
Maryland
$2.6M +$98.2K +9,342 +4%
LFA
161
Landmark Financial Advisors
Kentucky
$2.6M +$275K +26,172 +12%
GI
162
Gradient Investments
Minnesota
$2.56M +$158K +15,006 +7%
KM
163
Kalos Management
Georgia
$2.53M -$372K -34,218 -13%
EK
164
Evensky & Katz
Florida
$2.51M +$36.4K +3,468 +1%
FPCG
165
Fort Pitt Capital Group
Pennsylvania
$2.49M -$3.29M -312,858 -57%
LPIC
166
LeJeune Puetz Investment Counsel
Michigan
$2.49M +$207K +19,722 +9%
WF
167
WealthTrust Fairport
Ohio
$2.44M +$419K +39,870 +21%
KP
168
Keel Point
Alabama
$2.4M -$37.2K -3,540 -2%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.38M -$356K -33,822 -13%
CMBA
170
C.M. Bidwell & Associates
Hawaii
$2.36M -$13.3K -1,266 -0.6%
IA
171
IFP Advisors
Florida
$2.31M – – –
B
172
Bailard
California
$2.3M +$2.59K +246 +0.1%
CCM
173
Carlson Capital Management
Minnesota
$2.28M -$24.6K -2,340 -1%
KF
174
Krilogy Financial
Missouri
$2.26M -$333K -31,656 -13%
KFC
175
Klingenstein Fields & Co
New York
$2.2M +$186K +17,700 +9%
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