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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 %
RBA
151
Richard Bernstein Advisors
New York
$3.36M +$1.64M +151,236 +95%
MAS
152
Managed Account Services
Florida
$3.36M -$70.8K -6,540 -2%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$3.3M +$5.19K +480 +0.2%
SPI
154
Santori & Peters Inc
Pennsylvania
$3.22M +$76.6K +7,068 +2%
CCP
155
Cardan Capital Partners
Colorado
$3.17M +$4.48K +414 +0.1%
QAM
156
QCI Asset Management
New York
$3.15M +$421K +38,886 +15%
CWM
157
Circle Wealth Management
New Jersey
$3.14M +$15.6K +1,440 +0.5%
GHA
158
GW Henssler & Associates
Georgia
$3.13M +$207K +19,104 +7%
AF
159
Advisornet Financial
Minnesota
$3.11M +$36.5K +3,366 +1%
BIA
160
Bigelow Investment Advisors
Maine
$3.09M +$124K +11,406 +4%
GI
161
Gradient Investments
Minnesota
$3.07M +$434K +40,074 +16%
IA
162
IFP Advisors
Florida
$3.06M +$713K +65,808 +30%
ECM
163
ETrade Capital Management
Virginia
$2.99M +$33.5K +3,090 +1%
WA
164
WBH Advisory
Maryland
$2.96M +$284K +26,220 +11%
EWM
165
Elmwood Wealth Management
California
$2.94M -$43.2K -3,984 -1%
FC
166
Forte Capital
New York
$2.89M +$93.9K +8,670 +3%
FA
167
FDx Advisors
Illinois
$2.83M +$1.36M +125,748 +93%
WF
168
WealthTrust Fairport
Ohio
$2.77M +$262K +24,144 +10%
MGIA
169
Moneta Group Investment Advisors
Missouri
$2.74M +$1.24M +114,384 +83%
LFA
170
Landmark Financial Advisors
Kentucky
$2.69M +$12.6K +1,164 +0.5%
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.65M +$197K +18,174 +8%
NCM
172
Northwest Capital Management
Oregon
$2.64M -$129K -11,874 -5%
LPIC
173
LeJeune Puetz Investment Counsel
Michigan
$2.62M +$51.3K +4,740 +2%
EK
174
Evensky & Katz
Florida
$2.59M +$7.15K +660 +0.3%
ECML
175
Eagle Capital Management (Louisiana)
Louisiana
$2.52M +$477K +44,040 +23%
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