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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 %
WF
201
WealthTrust Fairport
Ohio
$2.95M +$90.8K +9,126 +3%
EWM
202
Elmwood Wealth Management
California
$2.94M +$198K +19,944 +7%
SDWMA
203
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.89M +$981K +98,622 +51%
GI
204
Gradient Investments
Minnesota
$2.89M +$127K +12,792 +5%
AF
205
Advisornet Financial
Minnesota
$2.84M +$27.9K +2,808 +1%
NWS
206
Newport Wealth Strategies
California
$2.82M +$2.22M +217,500 +373%
IF
207
Ironwood Financial
Arizona
$2.8M +$638K +64,146 +30%
SS
208
Simplicity Solutions
Minnesota
$2.78M +$2.78M +279,642 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$2.77M -$437K -43,944 -14%
CWM
210
Circle Wealth Management
New Jersey
$2.77M -$246K -24,762 -8%
AWM
211
AE Wealth Management
Kansas
$2.75M +$605K +60,810 +28%
PFM
212
Peak Financial Management
Massachusetts
$2.75M +$403K +40,506 +17%
PWMG
213
Prestige Wealth Management Group
New Jersey
$2.72M +$2.72M +273,786 New
JPMorgan Chase & Co
214
JPMorgan Chase & Co
New York
$2.72M +$2.61M +262,482 +2,376%
FC
215
Forte Capital
New York
$2.69M +$39.6K +3,978 +1%
VWA
216
VERITY Wealth Advisors
United States
$2.69M +$2.69M +270,438 New
ECM
217
ETrade Capital Management
Virginia
$2.64M -$597 -60 -0%
CWS
218
Cypress Wealth Services
California
$2.6M +$1.38M +139,098 +114%
CCM
219
Carlson Capital Management
Minnesota
$2.6M +$466K +46,794 +22%
MAS
220
Madden Advisory Services
Florida
$2.52M +$871K +87,534 +53%
LCC
221
Lincoln Capital Corp
Rhode Island
$2.48M -$4.7M -472,344 -65%
MGIA
222
Moneta Group Investment Advisors
Missouri
$2.48M -$878K -88,212 -26%
PC
223
Palo Capital
California
$2.46M +$975K +97,974 +66%
KFC
224
Klingenstein Fields & Co
New York
$2.46M +$147K +14,772 +6%
LFA
225
Landmark Financial Advisors
Kentucky
$2.44M +$90.8K +9,126 +4%
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