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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

599 hedge funds and large institutions have $8.6B invested in Schwab US Large- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 291 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
12.99%
Holding in Top 10
120
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.45%
% of All Funds
2.6%
New
67
Increased
291
Reduced
186
Closed
44
Calls
$582K
Puts
$54.6M
Net Calls
-$54M
Net Calls Change
-$54.3M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$136M
2
Charles Schwab
Charles Schwab
California
+$51.5M
3
QI
QS Investors
New York
+$36M
4
UBS Group
UBS Group
Switzerland
+$19.2M
5
AWM
Apollon Wealth Management
South Carolina
+$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$768M
2
SEI Investments
SEI Investments
Pennsylvania
-$109M
3
Bank of America
Bank of America
North Carolina
-$57.2M
4
AssetMark Inc
AssetMark Inc
California
-$35.3M
5
ACM
Argent Capital Management
Missouri
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
Legend Financial Advisors
Pennsylvania
$2.57M -$66.9K -5,940 -3%
VCAM
227
Van Cleef Asset Management
Ohio
$2.56M -$176K -15,642 -6%
KP
228
Keel Point
Alabama
$2.54M – – –
BAM
229
Baldrige Asset Management
Pennsylvania
$2.53M +$2.53M +224,508 New
CFA
230
Cahill Financial Advisors
Minnesota
$2.52M +$365K +32,370 +17%
HCM
231
Hollencrest Capital Management
California
$2.5M -$89.5K -7,944 -3%
EFS
232
Econ Financial Services
Pennsylvania
$2.45M +$335K +29,724 +16%
VR
233
Viridian RIA
Washington
$2.45M +$162K +14,370 +7%
BRWA
234
B. Riley Wealth Advisors
Florida
$2.35M -$11.3K -1,002 -0.5%
EWM
235
Elmwood Wealth Management
California
$2.33M -$997K -88,518 -30%
CMBA
236
C.M. Bidwell & Associates
Hawaii
$2.33M +$491K +43,554 +27%
ECML
237
Eagle Capital Management (Louisiana)
Louisiana
$2.31M -$357K -31,722 -13%
MCM
238
Mengis Capital Management
Oregon
$2.3M +$75.2K +6,678 +3%
IC
239
InterOcean Capital
Illinois
$2.26M +$562K +49,920 +33%
SPC
240
Sigma Planning Corp
Michigan
$2.24M +$13.2K +1,170 +0.6%
FSWA
241
Financial Synergies Wealth Advisors
Texas
$2.22M +$2.22M +196,590 New
GC
242
Grimes & Company
Massachusetts
$2.21M +$365K +32,436 +20%
WWM
243
Windsor Wealth Management
Indiana
$2.2M +$93.7K +8,316 +4%
AIM
244
Aspen Investment Management
Michigan
$2.11M -$115K -10,176 -5%
GC
245
Garde Capital
Washington
$2.07M -$27.8K -2,466 -1%
BAMG
246
Brand Asset Management Group
Missouri
$2.07M +$999K +88,608 +93%
MCM
247
Mainstay Capital Management
Michigan
$2.06M -$1.01K -90 -0%
SIC
248
Sigma Investment Counselors
Michigan
$2.06M +$99.4K +8,820 +5%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$2.05M +$2.05M +181,662 New
VBFG
250
Vishria Bird Financial Group
Tennessee
$2.03M +$152K +13,470 +8%
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