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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.

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
1
Charles Schwab Investment Advisory
California
$2.3B
2
Charles Schwab
2
Charles Schwab
California
$303M
3
Creative Planning
3
Creative Planning
Kansas
$142M
4
AssetMark Inc
4
AssetMark Inc
California
$125M
5
QI
5
QS Investors
New York
$174M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
DWM
2
Destination Wealth Management
California
$540K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$146M
4
EWA
4
EP Wealth Advisors
California
$810K
5
SFS
5
Strategic Financial Services
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.3B 36,460,018 +1,033,414 +3%
Charles Schwab
2
Charles Schwab
California
$303M 4,803,654 +916,741 +24%
SFG
3
Sage Financial Group
Pennsylvania
$232M 3,677,528 -819 -0%
QI
4
QS Investors
New York
$174M 2,754,853 +296,134 +12%
AB
5
AT Bancorp
Iowa
$157M 2,484,590 +61,754 +3%
HSA
6
HBK Sorce Advisory
Pennsylvania
$146M 2,310,821 -325,908 -12%
Creative Planning
7
Creative Planning
Kansas
$142M 2,255,583 +832,313 +58%
AssetMark Inc
8
AssetMark Inc
California
$125M 1,978,212 +541,504 +38%
FMP
9
Financial Management Professionals
Texas
$78.3M 1,241,032 +10,884 +0.9%
SWA
10
SFMG Wealth Advisors
Texas
$77.7M 1,231,638 +28,059 +2%
AWS
11
AJ Wealth Strategies
New York
$70.8M 1,121,647 +25,952 +2%
AA
12
Apriem Advisors
California
$64.7M 1,025,422 -14,568 -1%
EWM
13
Evermay Wealth Management
Virginia
$61.4M 973,874 +19,319 +2%
MWAC
14
Mariner Wealth Advisors (Cincinnati)
Ohio
$61.1M 969,300 +59,652 +7%
UCFA
15
United Capital Financial Advisors
Texas
$51.8M 821,196 -25,580 -3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$47M 737,828 +23,086 +3%
PEA
17
Pacific Edge Advisors
California
$37.7M 597,579 +65,034 +12%
SWM
18
SVA Wealth Management
Wisconsin
$34.9M 581,345 -37,131 -6%
BC
19
Brinker Capital
Pennsylvania
$34.5M 546,284 -33,405 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$32.2M 509,908 +225,899 +80%
PA
21
Planning Alternatives
Michigan
$31.7M 502,456 +17,966 +4%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$31.4M 497,898 +41,772 +9%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$29.7M 471,572 +31,994 +7%
ACG
24
Allen Capital Group
Nebraska
$29.5M 468,306 +80,420 +21%
TAT
25
TD Ameritrade Trust
Colorado
$29.4M 465,966 +54,084 +13%
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