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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 %
AIM
151
Arcadia Investment Management
Michigan
$3.94M -$355K -30,624 -8%
BFPW
152
BOK Financial Private Wealth
Colorado
$3.94M -$260K -22,416 -6%
FWP
153
FAS Wealth Partners
Kansas
$3.92M +$125K +10,764 +3%
MGIA
154
Moneta Group Investment Advisors
Missouri
$3.91M +$978K +84,324 +33%
BC
155
Barnett & Company
Tennessee
$3.9M -$23K -1,986 -0.6%
SPI
156
Santori & Peters Inc
Pennsylvania
$3.87M +$430K +37,140 +13%
MAS
157
Managed Account Services
Florida
$3.84M +$424K +38,520 +12%
RBA
158
Richard Bernstein Advisors
New York
$3.79M +$187K +16,158 +5%
QAM
159
QCI Asset Management
New York
$3.78M +$415K +35,820 +12%
MML Investors Services
160
MML Investors Services
Massachusetts
$3.78M +$1.22M +105,642 +48%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$3.74M +$200K +17,274 +6%
MCM
162
Mitchell Capital Management
Kansas
$3.66M -$85.1K -7,344 -2%
SAM
163
Sawgrass Asset Management
Florida
$3.66M -$2.09K -180 -0.1%
BIA
164
Bigelow Investment Advisors
Maine
$3.63M +$317K +27,330 +10%
CWM
165
Circle Wealth Management
New Jersey
$3.51M +$145K +12,504 +4%
GHA
166
GW Henssler & Associates
Georgia
$3.49M +$138K +11,886 +4%
CCP
167
Cardan Capital Partners
Colorado
$3.38M -$16.1K -1,386 -0.5%
AIM
168
Anchor Investment Management
South Carolina
$3.34M +$875K +75,456 +35%
WF
169
WealthTrust Fairport
Ohio
$3.34M +$367K +31,650 +12%
AF
170
Advisornet Financial
Minnesota
$3.27M -$61.9K -5,340 -2%
VCAM
171
Van Cleef Asset Management
Ohio
$3.25M -$532K -45,918 -14%
GI
172
Gradient Investments
Minnesota
$3.22M -$74.6K -6,432 -2%
FA
173
FDx Advisors
Illinois
$3.2M +$175K +15,132 +6%
EWM
174
Elmwood Wealth Management
California
$3.19M +$49.3K +4,254 +2%
WA
175
WBH Advisory
Maryland
$3.18M +$5.35K +462 +0.2%
5 6
7
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