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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 %
MAS
176
Managed Account Services
Florida
$3.63M -$71.3K -6,720 -2%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$3.61M +$3.61M +362,814 New
SPI
178
Santori & Peters Inc
Pennsylvania
$3.61M +$282K +28,320 +8%
TLP
179
Trinity Legacy Partners
Texas
$3.59M +$3.59M +360,630 New
BAM
180
Belpointe Asset Management
Nevada
$3.58M -$491K -49,308 -12%
BC
181
Barnett & Company
Tennessee
$3.57M +$223K +22,440 +7%
ECG
182
Edge Capital Group
Georgia
$3.57M +$3.57M +358,290 New
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$3.47M +348,330 +6,838%
RBA
184
Richard Bernstein Advisors
New York
$3.51M +$264K +26,538 +8%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$3.5M +$19.7K +1,980 +0.6%
BC
186
Bartlett & Co
Ohio
$3.5M +$19.7K +1,980 +0.6%
COI
187
Capital One Investing
Virginia
$3.46M +$3.46M +347,646 New
GHA
188
GW Henssler & Associates
Georgia
$3.45M +$453K +45,492 +15%
BFPW
189
BOK Financial Private Wealth
Colorado
$3.41M +$26.2K +2,634 +0.8%
FWP
190
FAS Wealth Partners
Kansas
$3.38M +$15.2K +1,524 +0.5%
MA
191
MUFG Americas
New York
$3.35M +$1.2M +120,594 +56%
RJA
192
Raymond James & Associates
Florida
$3.31M +$1.39M +140,178 +73%
TA
193
Tiedemann Advisors
New York
$3.27M +$1.2M +120,414 +58%
SFS
194
Sowell Financial Services
Arkansas
$3.25M +$3.25M +326,844 New
CCA
195
Clearwater Capital Advisors
Illinois
$3.15M +$1.46M +146,844 +87%
BIA
196
Bigelow Investment Advisors
Maine
$3.14M +$29.4K +2,958 +0.9%
SAM
197
Sawgrass Asset Management
Florida
$3.14M – – –
MCM
198
Mitchell Capital Management
Kansas
$3.09M -$56.6K -5,688 -2%
TIM
199
Tortoise Investment Management
New York
$3.08M +$1.22M +122,748 +66%
IA
200
IFP Advisors
Florida
$3.01M -$1.39M -140,928 -32%
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