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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 %
FC
176
Forte Capital
New York
$3.09M -$6.4K -552 -0.2%
ECM
177
ETrade Capital Management
Virginia
$3.07M -$130K -11,238 -4%
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.03M +$190K +16,350 +7%
NCM
179
Northwest Capital Management
Oregon
$2.86M +$26.3K +2,268 +0.9%
ECML
180
Eagle Capital Management (Louisiana)
Louisiana
$2.76M +$59.3K +5,112 +2%
LFA
181
Landmark Financial Advisors
Kentucky
$2.74M -$135K -11,610 -5%
LPIC
182
LeJeune Puetz Investment Counsel
Michigan
$2.74M -$60.2K -5,196 -2%
EK
183
Evensky & Katz
Florida
$2.74M -$38K -3,282 -1%
PFM
184
Peak Financial Management
Massachusetts
$2.73M +$141K +12,132 +5%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$2.71M +$183K +15,744 +7%
KFC
186
Klingenstein Fields & Co
New York
$2.69M +$175K +15,120 +7%
KP
187
Keel Point
Alabama
$2.62M -$25.9K -2,238 -1%
BRWA
188
B. Riley Wealth Advisors
Florida
$2.55M -$42.9K -3,702 -2%
IF
189
Ironwood Financial
Arizona
$2.51M +$55.1K +4,752 +2%
MA
190
MUFG Americas
New York
$2.51M +$808K +69,696 +48%
AWM
191
AE Wealth Management
Kansas
$2.5M +$1.03M +89,118 +70%
HCM
192
Hollencrest Capital Management
California
$2.5M +$1.17M +103,752 +88%
CCM
193
Carlson Capital Management
Minnesota
$2.48M +$41.9K +3,612 +2%
CWM
194
Cornerstone Wealth Management
Missouri
$2.48M -$1.22M -443,904 -33%
KF
195
Krilogy Financial
Missouri
$2.47M +$12.3K +1,062 +0.5%
LWMT
196
Legacy Wealth Management (Tennessee)
Tennessee
$2.45M +$212K +18,294 +9%
TA
197
Tiedemann Advisors
New York
$2.41M -$43.7K -3,768 -2%
WWM
198
Windsor Wealth Management
Indiana
$2.39M +$2.39M +206,430 New
PAG
199
Private Advisor Group
New Jersey
$2.38M +$867K +74,826 +58%
KIA
200
KCM Investment Advisors
California
$2.29M +$65.5K +5,652 +3%
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