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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 %
SPC
201
Sigma Planning Corp
Michigan
$2.28M +$60.2K +5,190 +3%
RJA
202
Raymond James & Associates
Florida
$2.23M -$155K -13,386 -7%
SDWMA
203
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M +$149K +12,840 +7%
MCM
204
Mengis Capital Management
Oregon
$2.19M +$65.1K +5,616 +3%
CA
205
Clearstead Advisors
Ohio
$2.17M +$206K +17,784 +10%
TIM
206
Tortoise Investment Management
New York
$2.17M +$85.8K +7,404 +4%
VR
207
Viridian RIA
Washington
$2.07M +$144K +12,438 +7%
Bank of New York Mellon
208
Bank of New York Mellon
New York
$2.06M +$423K +36,486 +26%
GC
209
Garde Capital
Washington
$2.04M +$757K +69,636 +59%
VDFA
210
Vickerman & Driscoll Financial Advisors
Washington
$2.01M -$188K -16,206 -9%
CCA
211
Clearwater Capital Advisors
Illinois
$1.97M +$1.57M +135,810 +401%
MCM
212
Mainstay Capital Management
Michigan
$1.95M +$1.95M +167,754 +49,927%
CMBA
213
C.M. Bidwell & Associates
Hawaii
$1.94M -$540K -46,608 -22%
MAS
214
Madden Advisory Services
Florida
$1.92M +$348 +30 +0%
SWM
215
Stockman Wealth Management
Montana
$1.87M -$34K -2,934 -2%
GC
216
Grimes & Company
Massachusetts
$1.87M +$22K +1,896 +1%
CFA
217
Cahill Financial Advisors
Minnesota
$1.84M -$5.98K -516 -0.3%
SIC
218
Sigma Investment Counselors
Michigan
$1.84M +$6.19K +534 +0.3%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.76M -$10.1K -870 -0.6%
AG
220
Advisor Group
Arizona
$1.76M +$225K +19,410 +15%
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.74M +$143K +12,318 +9%
PC
222
Palo Capital
California
$1.73M -$109K -9,438 -6%
BFM
223
Broadview Financial Management
Wisconsin
$1.73M +$160K +13,776 +10%
SWM
224
SeaCrest Wealth Management
New York
$1.72M +$174K +15,036 +11%
DSC
225
Duncker Streett & Co
Missouri
$1.71M +$954K +82,248 +126%
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