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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.

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
1
SEI Investments
Pennsylvania
$988M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.8B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.4M
4
BTS
4
BB&T Securities
Virginia
$40.9M
5
PFG
5
Piershale Financial Group
Illinois
$29M

Top Sellers

1
DDPOM
1
Delta Dental Plan of Michigan
Michigan
$0
2
QI
2
QS Investors
New York
$169M
3
FC
3
Financial Consulate
Maryland
$3.97M
4
MFS
4
Monetta Financial Services
Illinois
$0
5
KM
5
Kalos Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.8B 40,216,481 +1,583,306 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$988M 14,198,743 +14,195,529 +441,678%
Charles Schwab
3
Charles Schwab
California
$396M 5,697,796 +284,314 +5%
SFG
4
Sage Financial Group
Pennsylvania
$252M 3,628,925 -38,823 -1%
AB
5
AT Bancorp
Iowa
$178M 2,556,595 -6,456 -0.3%
QI
6
QS Investors
New York
$169M 2,427,731 -237,765 -9%
HSA
7
HBK Sorce Advisory
Pennsylvania
$169M 2,427,193 +42,954 +2%
AssetMark Inc
8
AssetMark Inc
California
$147M 2,119,986 +124,786 +6%
Creative Planning
9
Creative Planning
Kansas
$126M 1,817,774 -13,853 -0.8%
AWS
10
AJ Wealth Strategies
New York
$90.8M 1,305,161 +66,445 +5%
AA
11
Apriem Advisors
California
$85.9M 1,234,560 +163,719 +15%
SWA
12
SFMG Wealth Advisors
Texas
$79.3M 1,220,146 -2,816 -0.2%
MWAC
13
Mariner Wealth Advisors (Cincinnati)
Ohio
$71.6M 1,028,702 +50,270 +5%
EWM
14
Evermay Wealth Management
Virginia
$66.7M 958,407 -5,463 -0.6%
UCFA
15
United Capital Financial Advisors
Texas
$58.8M 844,766 +26,651 +3%
SWM
16
SVA Wealth Management
Wisconsin
$51M 732,673 +38,854 +6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$49.2M 770,373 -610 -0.1%
FMP
18
Financial Management Professionals
Texas
$47.1M 676,651 +10,440 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$44.4M 637,745 +637,745 New
PEA
20
Pacific Edge Advisors
California
$42.6M 612,186 -24,493 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$42M 603,236 +33,675 +6%
BTS
22
BB&T Securities
Virginia
$40.9M 587,592 +564,196 +2,412%
BC
23
Brinker Capital
Pennsylvania
$40.3M 578,702 -3,415 -0.6%
NQWM
24
Northwest Quadrant Wealth Management
Oregon
$39.3M 586,549 +15,836 +3%
UBS Group
25
UBS Group
Switzerland
$38.6M 554,559 +263,378 +90%
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