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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 %
IF
176
Ironwood Financial
Arizona
$2.2M +$371K +35,244 +20%
BRWA
177
B. Riley Wealth Advisors
Florida
$2.15M +$27.6K +2,622 +1%
AIM
178
Arcadia Investment Management
Michigan
$2.11M +$87.5K +8,322 +4%
VDFA
179
Vickerman & Driscoll Financial Advisors
Washington
$2.09M -$85.3K -8,118 -4%
Citadel Advisors
180
Citadel Advisors
Florida
$2.06M +$2.06M +196,290 New
LWMT
181
Legacy Wealth Management (Tennessee)
Tennessee
$2.03M -$6.25K -594 -0.3%
KIA
182
KCM Investment Advisors
California
$2.02M -$3.03K -288 -0.1%
SPC
183
Sigma Planning Corp
Michigan
$2.02M +$7.57K +720 +0.4%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$2.01M +$741K +70,446 +58%
RJA
185
Raymond James & Associates
Florida
$2M +$123K +11,652 +7%
ECML
186
Eagle Capital Management (Louisiana)
Louisiana
$1.98M -$559K -53,190 -22%
VR
187
Viridian RIA
Washington
$1.8M +$1.8M +171,126 New
MCM
188
Mengis Capital Management
Oregon
$1.78M +$217K +20,694 +14%
CFA
189
Cahill Financial Advisors
Minnesota
$1.76M +$151K +14,334 +9%
SWM
190
Stockman Wealth Management
Montana
$1.74M -$48.7K -4,632 -3%
MCM
191
Mainstay Capital Management
Michigan
$1.71M +$201K +19,128 +13%
TIM
192
Tortoise Investment Management
New York
$1.69M +$199K +18,882 +13%
RBA
193
Richard Bernstein Advisors
New York
$1.67M +$1.67M +159,162 New
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.67M +$563K +53,544 +51%
GC
195
Grimes & Company
Massachusetts
$1.67M +$103K +9,804 +7%
SIC
196
Sigma Investment Counselors
Michigan
$1.61M +$104K +9,930 +7%
PC
197
Palo Capital
California
$1.61M +$1.61M +152,682 New
FRA
198
Front Row Advisors
California
$1.6M +$37.6K +3,576 +2%
OIA
199
OneDigital Investment Advisors
Kansas
$1.57M +$1.18M +112,128 +301%
CFIA
200
Cantor Fitzgerald Investment Advisors
New York
$1.56M -$198K -18,804 -11%
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