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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.

New
Increased
Maintained
Reduced
Closed
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 %
5L
151
55I LLC
Massachusetts
$4.89M +$4.89M +491,448 New
LCM
152
Leisure Capital Management
California
$4.67M +$998K +100,338 +27%
CCM
153
Condor Capital Management
New Jersey
$4.56M +$663K +66,660 +17%
HWMG
154
Hurlow Wealth Management Group
Indiana
$4.55M +$4.55M +432,804 New
BWM
155
BerganKDV Wealth Management
Minnesota
$4.52M +$477K +47,952 +12%
WP
156
WealthSource Partners
California
$4.49M -$1M -100,842 -18%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$4.37M +$4.37M +439,368 New
AWM
158
Avior Wealth Management
Nebraska
$4.36M +$230K +23,088 +6%
OIA
159
OneDigital Investment Advisors
Kansas
$4.34M +$2.99M +300,240 +221%
WAM
160
Wakefield Asset Management
Colorado
$4.34M +$706K +70,926 +19%
DPA
161
Delphi Private Advisors
California
$4.23M -$436K -43,788 -9%
AL
162
Aspiriant LLC
California
$4.19M -$108K -10,830 -3%
WAM
163
Watermark Asset Management
California
$4.01M -$206K -20,682 -5%
KCPG
164
Kavar Capital Partners Group
Kansas
$3.96M +$3.96M +398,364 New
EF
165
Empirical Finance
Pennsylvania
$3.94M +$3.94M +396,108 New
RPGK
166
Retirement Planning Group (Kansas)
Kansas
$3.92M +$3.92M +394,158 New
MWP
167
MYCIO Wealth Partners
Pennsylvania
$3.91M +$352K +35,328 +10%
JWM
168
JFG Wealth Management
Colorado
$3.85M +$3.85M +387,234 New
PP
169
PagnatoKarp Partners
Virginia
$3.75M -$26.4K -2,646 -0.7%
PFA
170
Pinnacle Family Advisors
Missouri
$3.75M +$3.28M +329,676 +696%
PCMC
171
Private Capital Management (Colorado)
Colorado
$3.71M +$3.71M +373,260 New
HWA
172
Heritage Way Advisors
Illinois
$3.71M +$126K +12,708 +4%
AIM
173
Anchor Investment Management
South Carolina
$3.67M +$797K +80,118 +28%
B
174
Bailard
California
$3.63M +$110K +11,022 +3%
KF
175
Krilogy Financial
Missouri
$3.63M +$1.51M +151,830 +71%
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