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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

633 hedge funds and large institutions have $10.9B invested in Schwab US Large- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 300 increasing their positions, 203 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+20
Holders Change %
+3.26%
% of All Funds
13.9%
Holding in Top 10
129
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.88%
% of All Funds
2.83%
New
46
Increased
300
Reduced
203
Closed
23
Calls
$631K
Puts
$57.9M
Net Calls
-$57.2M
Net Calls Change
-$729K

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
2
CSIA
Charles Schwab Investment Advisory
California
+$109M
3
AA
Apriem Advisors
California
+$96M
4
SEI Investments
SEI Investments
Pennsylvania
+$67M
5
Charles Schwab
Charles Schwab
California
+$60.5M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
-$24M
2
ACG
Allen Capital Group
Nebraska
-$14M
3
QI
QS Investors
New York
-$9.31M
4
PFC
Phocas Financial Corp
California
-$7.46M
5
TCM
Tradewinds Capital Management
Washington
-$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bailard
California
$3.14M -$2.29M -193,638 -42%
CCM
227
Carlson Capital Management
Minnesota
$3.13M +$207K +17,490 +7%
LFA
228
Landmark Financial Advisors
Kentucky
$3.09M -$3.26K -276 -0.1%
KFC
229
Klingenstein Fields & Co
New York
$3.04M -$5.32K -450 -0.2%
CFA
230
Carroll Financial Associates
North Carolina
$2.95M +$173K +14,670 +6%
TF
231
Trek Financial
Arizona
$2.93M +$1.6M +135,138 +120%
GI
232
Gradient Investments
Minnesota
$2.91M -$15K -1,266 -0.5%
VCAM
233
Van Cleef Asset Management
Ohio
$2.89M -$30.7K -2,598 -1%
Bank of New York Mellon
234
Bank of New York Mellon
New York
$2.88M -$703K -59,448 -20%
EK
235
Evensky & Katz
Florida
$2.86M -$21.9K -1,854 -0.8%
CFA
236
Cahill Financial Advisors
Minnesota
$2.85M +$16.6K +1,404 +0.6%
Stifel Financial
237
Stifel Financial
Missouri
$2.82M +$794K +67,266 +39%
FSWA
238
Financial Synergies Wealth Advisors
Texas
$2.82M +$141K +11,958 +5%
Lido Advisors
239
Lido Advisors
California
$2.8M +$966K +81,666 +53%
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.79M +$1.3M +109,806 +87%
LWMT
241
Legacy Wealth Management (Tennessee)
Tennessee
$2.76M -$140K -11,814 -5%
SCM
242
Stordahl Capital Management
Colorado
$2.76M +$33.4K +2,826 +1%
LPIC
243
LeJeune Puetz Investment Counsel
Michigan
$2.75M +$1.77K +150 +0.1%
BFM
244
Broadview Financial Management
Wisconsin
$2.71M +$42.9K +3,630 +2%
ECM
245
ETrade Capital Management
Virginia
$2.7M -$121K -10,224 -4%
MCM
246
Mengis Capital Management
Oregon
$2.67M +$51.8K +4,386 +2%
HCM
247
Hollencrest Capital Management
California
$2.67M -$1.63K -138 -0.1%
KP
248
Keel Point
Alabama
$2.64M – – –
BAM
249
Baldrige Asset Management
Pennsylvania
$2.62M -$61.2K -5,178 -2%
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$2.59M +$855K +72,306 +49%
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