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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 %
CFA
201
Cahill Financial Advisors
Minnesota
$1.73M -$79.7K -7,356 -4%
GC
202
Grimes & Company
Massachusetts
$1.73M +$9.55K +882 +0.6%
PC
203
Palo Capital
California
$1.72M +$65K +6,000 +4%
SIC
204
Sigma Investment Counselors
Michigan
$1.71M +$52.6K +4,860 +3%
SG Americas Securities
205
SG Americas Securities
New York
$1.69M +$1.69M +155,934 New
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$1.66M +$83.8K +7,734 +5%
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$1.6M -$8.38K -774 -0.5%
MA
208
MUFG Americas
New York
$1.59M +$312K +28,824 +24%
OIA
209
OneDigital Investment Advisors
Kansas
$1.53M -$89.4K -8,256 -6%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$1.53M +$90.7K +8,370 +6%
BTS
211
BB&T Securities
Virginia
$1.52M +$111K +10,278 +8%
PWM
212
Perigon Wealth Management
California
$1.51M +$595K +54,876 +65%
VBFG
213
Vishria Bird Financial Group
Tennessee
$1.51M +$1.51M +139,044 New
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.49M +$414K +38,226 +39%
SBH
215
Segall Bryant & Hamill
Illinois
$1.48M +$1.48M +136,932 New
BFM
216
Broadview Financial Management
Wisconsin
$1.46M +$14.4K +1,332 +1%
CA
217
Capital Advantage
California
$1.46M +$96.3K +8,886 +7%
SWM
218
SeaCrest Wealth Management
New York
$1.45M -$53.5K -4,938 -4%
AG
219
Advisor Group
Arizona
$1.44M -$114K -10,500 -7%
PAG
220
Private Advisor Group
New Jersey
$1.41M +$615K +56,616 +77%
ACM
221
Avalon Capital Management
California
$1.4M -$3.78M -348,540 -73%
3C
222
361 Capital
Colorado
$1.38M +$1.38M +127,554 New
OFG
223
Oxford Financial Group
Indiana
$1.38M +$2.99K +276 +0.2%
TSWM
224
Triangle Securities Wealth Management
North Carolina
$1.37M -$155K -14,310 -10%
AWM
225
AE Wealth Management
Kansas
$1.37M +$838K +77,388 +157%
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