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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 %
Bank of Montreal
276
Bank of Montreal
Ontario, Canada
$1.82M -$163K -13,944 -8%
VDFA
277
Vickerman & Driscoll Financial Advisors
Washington
$1.77M +$54.5K +4,662 +3%
HI
278
Human Investing
Oregon
$1.77M +$247K +21,072 +16%
APP
279
Avantax Planning Partners
Iowa
$1.76M -$86.6K -7,314 -5%
NCM
280
Northwest Capital Management
Oregon
$1.76M -$167K -14,292 -9%
AI
281
Atria Investments
North Carolina
$1.76M +$27.2K +2,370 +2%
A
282
AdvicePeriod
California
$1.73M +$1.73M +148,176 New
MML Investors Services
283
MML Investors Services
Massachusetts
$1.73M +$123K +10,530 +8%
SVWAG
284
Sound View Wealth Advisors Group
Georgia
$1.72M +$1.72M +146,910 New
EVC
285
Eidelman Virant Capital
Missouri
$1.67M +$179K +15,282 +12%
ECM
286
Elgethun Capital Management
South Dakota
$1.66M +$99.4K +8,496 +6%
OAJ
287
Ogorek Anthony Joseph
New York
$1.65M -$134K -11,460 -7%
SPI
288
Santori & Peters Inc
Pennsylvania
$1.63M +$126K +10,746 +8%
EWA
289
EP Wealth Advisors
California
$1.61M +$343K +29,346 +27%
VCWA
290
Vanguard Capital Wealth Advisors
Colorado
$1.6M -$358K -30,636 -18%
VCM
291
Vivaldi Capital Management
Illinois
$1.55M +$16.1K +1,380 +1%
GPC
292
Glacier Peak Capital
Washington
$1.55M +$550K +46,986 +55%
DSA
293
Droms Strauss Advisors
Missouri
$1.53M +$15.9K +1,362 +1%
LFA
294
Legend Financial Advisors
Pennsylvania
$1.53M -$1.13M -96,978 -43%
OFG
295
Oxford Financial Group
Indiana
$1.52M +$2.74K +234 +0.2%
AC
296
Abbrea Capital
California
$1.51M -$20.4K -1,740 -1%
DSC
297
Duncker Streett & Co
Missouri
$1.5M +$79.7K +6,810 +6%
KWM
298
Kingsview Wealth Management
Oregon
$1.49M -$206K -17,640 -12%
SIA
299
Starfire Investment Advisers
Michigan
$1.49M +$3.65K +312 +0.2%
CCWA
300
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M -$23.5K -2,010 -2%
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12
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