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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 %
ECM
276
Elgethun Capital Management
South Dakota
$1.5M +$748K +66,414 +100%
VCM
277
Vivaldi Capital Management
Illinois
$1.48M +$93.9K +8,334 +7%
AC
278
Abbrea Capital
California
$1.47M +$8.86K +786 +0.6%
OFG
279
Oxford Financial Group
Indiana
$1.46M -$148K -13,110 -9%
HI
280
Human Investing
Oregon
$1.46M +$65.6K +5,820 +5%
DSA
281
Droms Strauss Advisors
Missouri
$1.46M -$42.7K -3,786 -3%
Lido Advisors
282
Lido Advisors
California
$1.46M +$1.46M +129,696 New
SPI
283
Santori & Peters Inc
Pennsylvania
$1.45M -$2.64M -234,042 -65%
CCWA
284
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M -$328K -29,094 -18%
TWM
285
Tanglewood Wealth Management
Texas
$1.45M -$167K -14,826 -10%
EVC
286
Eidelman Virant Capital
Missouri
$1.43M -$296K -26,310 -17%
SIA
287
Starfire Investment Advisers
Michigan
$1.43M -$66.8K -5,928 -4%
CA
288
Capital Advantage
California
$1.41M -$464K -41,178 -25%
AMG
289
Asset Management Group
Connecticut
$1.4M +$7.98K +708 +0.6%
Citadel Advisors
290
Citadel Advisors
Florida
$1.38M +$531K +47,142 +63%
DSC
291
Duncker Streett & Co
Missouri
$1.37M +$630K +55,884 +85%
PA
292
PFG Advisors
Arizona
$1.36M +$6.26K +534 +0.5%
MFT
293
Moisand Fitzgerald Tamayo
Florida
$1.34M -$112K -9,906 -8%
SBH
294
Segall Bryant & Hamill
Illinois
$1.31M -$207K -18,318 -14%
WIC
295
Whitegate Investment Counselors
New Hampshire
$1.31M +$79.2K +7,032 +6%
PAM
296
Peak Asset Management
Colorado
$1.31M +$60.1K +5,334 +5%
CFMC
297
Curbstone Financial Management Corp
New Hampshire
$1.28M -$31K -2,748 -2%
APG
298
Abacus Planning Group
South Carolina
$1.25M -$10.4K -924 -0.8%
PA
299
Parallel Advisors
California
$1.25M -$114K -10,152 -8%
FCI
300
Financial Counselors Inc
Kansas
$1.23M +$21.6K +1,920 +2%
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