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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 %
KP
176
Keel Point
Alabama
$2.47M – – –
Citadel Advisors
177
Citadel Advisors
Florida
$2.46M +$330K +30,426 +16%
PFM
178
Peak Financial Management
Massachusetts
$2.42M +$942K +86,958 +64%
BRWA
179
B. Riley Wealth Advisors
Florida
$2.42M +$207K +19,146 +9%
MML Investors Services
180
MML Investors Services
Massachusetts
$2.39M -$1.39M -128,430 -37%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$2.36M +$289K +26,640 +14%
KFC
182
Klingenstein Fields & Co
New York
$2.35M +$80.2K +7,404 +4%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$2.32M -$112K -10,374 -5%
AIM
184
Anchor Investment Management
South Carolina
$2.31M +$699K +64,542 +44%
KF
185
Krilogy Financial
Missouri
$2.3M -$28.9K -2,670 -1%
IF
186
Ironwood Financial
Arizona
$2.3M +$28.5K +2,634 +1%
TA
187
Tiedemann Advisors
New York
$2.29M -$633K -58,440 -22%
CCM
188
Carlson Capital Management
Minnesota
$2.28M -$68.1K -6,282 -3%
RJA
189
Raymond James & Associates
Florida
$2.23M +$168K +15,480 +8%
LWMT
190
Legacy Wealth Management (Tennessee)
Tennessee
$2.09M – – –
KIA
191
KCM Investment Advisors
California
$2.08M – – –
SPC
192
Sigma Planning Corp
Michigan
$2.07M -$5.91K -546 -0.3%
VDFA
193
Vickerman & Driscoll Financial Advisors
Washington
$2.06M -$100K -9,234 -5%
MCM
194
Mengis Capital Management
Oregon
$1.98M +$150K +13,884 +8%
TIM
195
Tortoise Investment Management
New York
$1.94M +$199K +18,342 +11%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.94M +$221K +20,388 +13%
CA
197
Clearstead Advisors
Ohio
$1.84M +$1.84M +169,590 New
VR
198
Viridian RIA
Washington
$1.8M -$52.5K -4,848 -3%
MAS
199
Madden Advisory Services
Florida
$1.8M +$271K +25,062 +18%
SWM
200
Stockman Wealth Management
Montana
$1.78M -$10.9K -1,008 -0.6%
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