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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 %
ECML
251
Eagle Capital Management (Louisiana)
Louisiana
$2.33M -$69.5K -5,940 -3%
WWM
252
Windsor Wealth Management
Indiana
$2.33M +$31.2K +2,646 +1%
GC
253
Garde Capital
Washington
$2.27M +$114K +9,732 +5%
CMBA
254
C.M. Bidwell & Associates
Hawaii
$2.23M -$186K -15,942 -8%
SIC
255
Sigma Investment Counselors
Michigan
$2.21M +$67.1K +5,736 +3%
VBFG
256
Vishria Bird Financial Group
Tennessee
$2.18M +$78.3K +6,696 +4%
MCM
257
Mainstay Capital Management
Michigan
$2.18M +$37.1K +3,168 +2%
BAMG
258
Brand Asset Management Group
Missouri
$2.16M +$13.9K +1,188 +0.6%
SWM
259
Stockman Wealth Management
Montana
$2.14M +$123K +10,548 +6%
TSWM
260
Triangle Securities Wealth Management
North Carolina
$2.03M +$164K +13,818 +9%
SIAS
261
Shine Investment Advisory Services
Colorado
$2.02M +$286K +24,444 +16%
Stifel Financial
262
Stifel Financial
Missouri
$2M +$854K +73,068 +74%
LCC
263
Lincoln Capital Corp
Rhode Island
$1.99M -$48.6K -4,158 -2%
SWM
264
SeaCrest Wealth Management
New York
$1.96M -$13.5K -1,158 -0.7%
BCP
265
Blackhawk Capital Partners
Wisconsin
$1.96M +$225K +19,224 +13%
WWM
266
Western Wealth Management
Colorado
$1.95M -$10.5K -900 -0.5%
FA
267
Financial Advisors
Massachusetts
$1.95M +$169K +14,454 +9%
PFA
268
Pinnacle Family Advisors
Missouri
$1.91M -$6.67K -570 -0.3%
PPP
269
Private Portfolio Partners
New Jersey
$1.89M +$733K +62,646 +63%
JWA
270
JFS Wealth Advisors
Pennsylvania
$1.87M -$88.3K -7,548 -5%
MFG
271
MidWestOne Financial Group
Iowa
$1.87M +$1.87M +159,630 New
ACA
272
Aptus Capital Advisors
Alabama
$1.86M +$249K +21,282 +15%
RJA
273
Raymond James & Associates
Florida
$1.85M -$2.33M -199,584 -56%
FRA
274
Front Row Advisors
California
$1.84M -$29.8K -2,538 -2%
Lido Advisors
275
Lido Advisors
California
$1.82M +$298K +25,374 +20%
9 10
11
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