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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 %
MAS
251
Madden Advisory Services
Florida
$2.56M -$249K -21,060 -9%
SFG
252
SNS Financial Group
Minnesota
$2.55M -$213K -18,060 -8%
MCM
253
Maxim Capital Management
California
$2.55M -$273K -23,094 -10%
GC
254
Grimes & Company
Massachusetts
$2.55M +$162K +13,716 +7%
AIM
255
Aspen Investment Management
Michigan
$2.51M -$1.06K -90 -0%
BRWA
256
B. Riley Wealth Advisors
Florida
$2.5M -$74.2K -6,276 -3%
MMA
257
Miracle Mile Advisors
California
$2.5M +$2.5M +211,392 New
SPC
258
Sigma Planning Corp
Michigan
$2.5M +$27K +2,286 +1%
VBFG
259
Vishria Bird Financial Group
Tennessee
$2.47M +$263K +22,206 +12%
PPA
260
Parametric Portfolio Associates
Washington
$2.47M -$450K -38,106 -15%
BCP
261
Blackhawk Capital Partners
Wisconsin
$2.46M +$475K +40,194 +24%
SWM
262
Stockman Wealth Management
Montana
$2.45M +$290K +24,558 +13%
VR
263
Viridian RIA
Washington
$2.45M -$29.6K -2,508 -1%
TSWM
264
Triangle Securities Wealth Management
North Carolina
$2.41M +$389K +32,892 +19%
BAMG
265
Brand Asset Management Group
Missouri
$2.4M +$214K +18,084 +10%
GC
266
Garde Capital
Washington
$2.37M +$80.1K +6,774 +3%
EWM
267
Elmwood Wealth Management
California
$2.33M -$33.7K -2,850 -1%
ECML
268
Eagle Capital Management (Louisiana)
Louisiana
$2.32M -$33.6K -2,844 -1%
AG
269
Advisor Group
Arizona
$2.32M -$3.19M -270,180 -58%
CMBA
270
C.M. Bidwell & Associates
Hawaii
$2.27M +$22.9K +1,938 +1%
SIAS
271
Shine Investment Advisory Services
Colorado
$2.27M +$226K +19,116 +11%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$2.23M +$390K +32,976 +21%
SIC
273
Sigma Investment Counselors
Michigan
$2.22M -$13K -1,098 -0.6%
CA
274
Calton & Associates
Florida
$2.2M +$1.08M +91,194 +96%
FA
275
Financial Advisors
Massachusetts
$2.13M +$161K +13,608 +8%
9 10
11
12 13