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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 %
AWM
251
AE Wealth Management
Kansas
$1.99M -$1.13M -100,602 -36%
LCC
252
Lincoln Capital Corp
Rhode Island
$1.97M -$843K -74,808 -30%
SS
253
Simplicity Solutions
Minnesota
$1.95M -$1.21M -106,968 -38%
SWM
254
Stockman Wealth Management
Montana
$1.94M -$23.3K -2,070 -1%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$1.91M -$510K -45,282 -21%
SWM
256
SeaCrest Wealth Management
New York
$1.9M +$99K +8,784 +5%
WWM
257
Western Wealth Management
Colorado
$1.89M -$18.3K -1,620 -1%
VCWA
258
Vanguard Capital Wealth Advisors
Colorado
$1.89M +$836K +74,190 +79%
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.89M +$191K +16,914 +11%
NCM
260
Northwest Capital Management
Oregon
$1.86M -$520K -46,098 -22%
PFA
261
Pinnacle Family Advisors
Missouri
$1.85M -$2.4M -213,060 -57%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$1.83M -$166K -14,700 -8%
GI
263
Gradient Investments
Minnesota
$1.8M -$1.47M -130,524 -45%
FRA
264
Front Row Advisors
California
$1.79M +$2.98K +264 +0.2%
TSWM
265
Triangle Securities Wealth Management
North Carolina
$1.77M +$79K +7,008 +5%
APP
266
Avantax Planning Partners
Iowa
$1.76M -$5.44M -482,436 -76%
OAJ
267
Ogorek Anthony Joseph
New York
$1.72M +$101K +8,922 +6%
FA
268
Financial Advisors
Massachusetts
$1.72M +$703K +62,430 +69%
AI
269
Atria Investments
North Carolina
$1.7M +$107K +9,522 +7%
BCP
270
Blackhawk Capital Partners
Wisconsin
$1.67M -$897K -79,644 -35%
SIAS
271
Shine Investment Advisory Services
Colorado
$1.67M +$189K +16,788 +13%
VDFA
272
Vickerman & Driscoll Financial Advisors
Washington
$1.65M -$276K -24,468 -14%
KWM
273
Kingsview Wealth Management
Oregon
$1.63M +$41.9K +3,720 +3%
MML Investors Services
274
MML Investors Services
Massachusetts
$1.55M -$9.26K -822 -0.6%
ACA
275
Aptus Capital Advisors
Alabama
$1.55M +$1.55M +137,394 New
9 10
11
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