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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 %
AIM
201
Anchor Investment Management
South Carolina
$1.56M +$398K +37,842 +34%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$1.53M +$52.5K +4,992 +4%
AG
203
Advisor Group
Arizona
$1.5M +$93.7K +8,910 +7%
TSWM
204
Triangle Securities Wealth Management
North Carolina
$1.48M +$328K +31,200 +28%
MAS
205
Madden Advisory Services
Florida
$1.48M -$126 -12 -0%
SWM
206
SeaCrest Wealth Management
New York
$1.46M +$13.3K +1,266 +0.9%
MGIA
207
Moneta Group Investment Advisors
Missouri
$1.45M +$151K +14,370 +12%
PFM
208
Peak Financial Management
Massachusetts
$1.43M -$4.35K -414 -0.3%
FA
209
FDx Advisors
Illinois
$1.42M -$164K -15,600 -10%
BFM
210
Broadview Financial Management
Wisconsin
$1.41M +$24.6K +2,340 +2%
AI
211
Atria Investments
North Carolina
$1.4M -$60.5K -5,754 -4%
DIA
212
Denver Investment Advisors
Colorado
$1.4M +$11.7K +1,110 +0.8%
EVC
213
Eidelman Virant Capital
Missouri
$1.4M -$59K -5,610 -4%
PMG
214
ProVise Management Group
Florida
$1.4M +$1.16M +110,322 +485%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$1.39M +$180K +17,160 +15%
KWM
216
Kingsview Wealth Management
Oregon
$1.37M +$180K +17,160 +15%
BTS
217
BB&T Securities
Virginia
$1.37M +$195K +18,588 +17%
OFG
218
Oxford Financial Group
Indiana
$1.33M +$389K +37,038 +41%
CA
219
Capital Advantage
California
$1.32M +$136K +12,960 +12%
VCM
220
Vivaldi Capital Management
Illinois
$1.32M +$203K +19,308 +18%
SFG
221
SNS Financial Group
Minnesota
$1.29M +$188K +17,892 +17%
Millennium Management
222
Millennium Management
New York
$1.28M -$1.55M -147,840 -55%
AMG
223
Asset Management Group
Connecticut
$1.26M +$72.7K +6,918 +6%
HCM
224
Hollencrest Capital Management
California
$1.25M +$25.2K +2,400 +2%
SIA
225
Starfire Investment Advisers
Michigan
$1.24M +$1.24M +118,404 New
7 8
9
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