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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.

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
1
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
2
Charles Schwab
California
$352M
3
TCM
3
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
4
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Jane Street
3
Jane Street
New York
$4.39M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
5
Tradewinds Capital Management
Washington
$288K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.51B 38,633,175 +2,173,157 +6%
Charles Schwab
2
Charles Schwab
California
$352M 5,413,482 +609,828 +13%
SFG
3
Sage Financial Group
Pennsylvania
$238M 3,667,748 -9,780 -0.3%
QI
4
QS Investors
New York
$173M 2,665,496 -89,357 -3%
AB
5
AT Bancorp
Iowa
$167M 2,563,051 +78,461 +3%
HSA
6
HBK Sorce Advisory
Pennsylvania
$155M 2,384,239 +73,418 +3%
AssetMark Inc
7
AssetMark Inc
California
$130M 1,995,200 +16,988 +0.9%
Creative Planning
8
Creative Planning
Kansas
$119M 1,831,627 -423,956 -19%
AWS
9
AJ Wealth Strategies
New York
$80.5M 1,238,716 +117,069 +10%
SWA
10
SFMG Wealth Advisors
Texas
$79.5M 1,222,962 -8,676 -0.7%
AA
11
Apriem Advisors
California
$69.6M 1,070,841 +45,419 +4%
MWAC
12
Mariner Wealth Advisors (Cincinnati)
Ohio
$63.6M 978,432 +9,132 +0.9%
EWM
13
Evermay Wealth Management
Virginia
$62.6M 963,870 -10,004 -1%
UCFA
14
United Capital Financial Advisors
Texas
$53.2M 818,115 -3,081 -0.4%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$51.5M 770,983 +33,155 +4%
SWM
16
SVA Wealth Management
Wisconsin
$45.1M 693,819 +112,474 +19%
FMP
17
Financial Management Professionals
Texas
$43.3M 666,211 -574,821 -46%
PEA
18
Pacific Edge Advisors
California
$41.4M 636,679 +39,100 +7%
BC
19
Brinker Capital
Pennsylvania
$37.8M 582,117 +35,833 +7%
NQWM
20
Northwest Quadrant Wealth Management
Oregon
$37.1M 570,713 +99,141 +21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$37M 569,561 +202,938 +55%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$33.2M 510,917 +13,019 +3%
PA
23
Planning Alternatives
Michigan
$32.6M 501,587 -869 -0.2%
TAT
24
TD Ameritrade Trust
Colorado
$30.7M 472,705 +6,739 +1%
RWM
25
RKL Wealth Management
Pennsylvania
$30.4M 468,069 +28,108 +6%
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