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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.

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
CWM
2
Campbell Wealth Management
Virginia
$77.5M
3
Charles Schwab
3
Charles Schwab
California
$416M
4
Mariner
4
Mariner
Kansas
$88.9M
5
Bank of America
5
Bank of America
North Carolina
$56.6M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.16B 36,104,158 -4,112,323 -10%
SEI Investments
2
SEI Investments
Pennsylvania
$884M 14,816,109 +617,366 +4%
Charles Schwab
3
Charles Schwab
California
$416M 6,960,102 +1,262,306 +22%
SFG
4
Sage Financial Group
Pennsylvania
$219M 3,663,546 +34,621 +1%
AssetMark Inc
5
AssetMark Inc
California
$149M 2,492,168 +372,182 +18%
Creative Planning
6
Creative Planning
Kansas
$146M 2,441,839 +624,065 +34%
QI
7
QS Investors
New York
$134M 2,249,042 -178,689 -7%
AB
8
AT Bancorp
Iowa
$122M 2,044,675 -511,920 -20%
HSA
9
HBK Sorce Advisory
Pennsylvania
$120M 2,016,153 -411,040 -17%
DCM
10
DeGreen Capital Management
Arizona
$95.8M 160,537 +160,537 New
Mariner
11
Mariner
Kansas
$88.9M 1,489,847 +1,225,046 +463%
AWS
12
AJ Wealth Strategies
New York
$85.8M 1,437,593 +132,432 +10%
CWM
13
Campbell Wealth Management
Virginia
$77.5M 1,298,871 +1,298,871 New
FMP
14
Financial Management Professionals
Texas
$68.5M 1,147,098 +470,447 +70%
EWM
15
Evermay Wealth Management
Virginia
$62M 1,038,176 +79,769 +8%
Bank of America
16
Bank of America
North Carolina
$56.6M 947,610 +846,445 +837%
SWA
17
SFMG Wealth Advisors
Texas
$54.2M 907,126 -313,020 -26%
AA
18
Apriem Advisors
California
$51.4M 860,847 -373,713 -30%
SWM
19
SVA Wealth Management
Wisconsin
$50.9M 851,905 +119,232 +16%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$49.4M 776,312 +5,939 +0.8%
UCFA
21
United Capital Financial Advisors
Texas
$48.7M 815,104 -29,662 -4%
UBS Group
22
UBS Group
Switzerland
$47.6M 797,136 +242,577 +44%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$43.4M 731,132 +568,984 +351%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$43.4M 726,642 +88,897 +14%
NQWM
25
Northwest Quadrant Wealth Management
Oregon
$39M 618,543 +31,994 +5%
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