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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

613 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 287 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+14
Holders Change %
+2.34%
% of All Funds
13.33%
Holding in Top 10
123
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.5%
% of All Funds
2.68%
New
53
Increased
287
Reduced
195
Closed
30
Calls
$302K
Puts
$56.8M
Net Calls
-$56.5M
Net Calls Change
-$2.51M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.22B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.85B
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$133M
4
FMT
4
First Mercantile Trust
Tennessee
$123M
5
Charles Schwab
5
Charles Schwab
California
$598M

Top Sellers

1
AA
1
Apriem Advisors
California
$3.51M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.58M
3
AG
3
Advisor Group
Arizona
$5.45M
4
BAM
4
Belpointe Asset Management
Nevada
$4.68M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMT
226
Legacy Wealth Management (Tennessee)
Tennessee
$2.87M -$21.1K -1,800 -0.7%
EK
227
Evensky & Katz
Florida
$2.85M – – –
CFA
228
Cahill Financial Advisors
Minnesota
$2.81M +$193K +16,524 +7%
AMM
229
American Money Management
California
$2.8M +$53.4K +4,560 +2%
MCM
230
Maxim Capital Management
California
$2.79M -$8.92K -762 -0.3%
ECM
231
ETrade Capital Management
Virginia
$2.79M -$258K -22,026 -8%
MAS
232
Madden Advisory Services
Florida
$2.78M -$173K -14,808 -6%
SCM
233
Stordahl Capital Management
Colorado
$2.75M -$38K -3,180 -1%
CFA
234
Carroll Financial Associates
North Carolina
$2.75M +$2.73M +233,100 +14,025%
SFG
235
SNS Financial Group
Minnesota
$2.74M +$1.55M +132,894 +132%
LPIC
236
LeJeune Puetz Investment Counsel
Michigan
$2.72M +$1.05K +90 +0%
EFS
237
Econ Financial Services
Pennsylvania
$2.69M +$146K +12,492 +6%
BAM
238
Baldrige Asset Management
Pennsylvania
$2.66M +$29.6K +2,526 +1%
FSWA
239
Financial Synergies Wealth Advisors
Texas
$2.65M +$349K +29,868 +15%
HCM
240
Hollencrest Capital Management
California
$2.64M +$50.3K +4,296 +2%
BFM
241
Broadview Financial Management
Wisconsin
$2.64M -$41.6K -3,552 -2%
KP
242
Keel Point
Alabama
$2.61M -$26.5K -2,268 -1%
MCM
243
Mengis Capital Management
Oregon
$2.59M +$206K +17,640 +9%
G
244
Gainplan
Michigan
$2.58M +$1.63M +139,500 +172%
BRWA
245
B. Riley Wealth Advisors
Florida
$2.55M +$110K +9,366 +4%
AIM
246
Aspen Investment Management
Michigan
$2.48M +$290K +24,792 +13%
SPC
247
Sigma Planning Corp
Michigan
$2.44M +$117K +9,960 +5%
VR
248
Viridian RIA
Washington
$2.4M -$88.9K -7,746 -4%
GC
249
Grimes & Company
Massachusetts
$2.36M +$66.5K +5,682 +3%
EWM
250
Elmwood Wealth Management
California
$2.33M -$87.5K -7,476 -4%
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10
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