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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 %
ECM
276
Elgethun Capital Management
South Dakota
$2.04M +$369K +31,278 +22%
AMM
277
American Money Management
California
$2.03M -$805K -68,124 -28%
MCM
278
Mainstay Capital Management
Michigan
$2.02M -$183K -15,468 -8%
VCWA
279
Vanguard Capital Wealth Advisors
Colorado
$2.02M +$396K +33,480 +24%
LCC
280
Lincoln Capital Corp
Rhode Island
$1.98M -$30K -2,538 -1%
PWA
281
Physician Wealth Advisors
Utah
$1.96M +$1.96M +156,618 New
WWM
282
Western Wealth Management
Colorado
$1.93M -$43.6K -3,690 -2%
Goldman Sachs
283
Goldman Sachs
New York
$1.93M -$3.39M -286,386 -64%
WCM
284
Wealthcare Capital Management
Virginia
$1.93M +$594K +50,214 +45%
SPI
285
Santori & Peters Inc
Pennsylvania
$1.92M +$276K +23,370 +17%
SF
286
Summit Financial
New Jersey
$1.9M +$987K +125,256 +108%
RJA
287
Raymond James & Associates
Florida
$1.85M -$17.6K -1,488 -0.9%
FVWA
288
Foster Victor Wealth Advisors
South Carolina
$1.85M +$1.19M +102,006 +181%
WOC
289
West Oak Capital
California
$1.84M +$527K +44,544 +40%
JWA
290
JFS Wealth Advisors
Pennsylvania
$1.83M -$63.1K -5,340 -3%
FRA
291
Front Row Advisors
California
$1.82M -$25.9K -2,190 -1%
BPWA
292
Beacon Pointe Wealth Advisors
California
$1.81M +$584K +49,380 +48%
SWM
293
SeaCrest Wealth Management
New York
$1.81M -$175K -14,802 -9%
HI
294
Human Investing
Oregon
$1.81M +$20.4K +1,728 +1%
KWM
295
Kingsview Wealth Management
Oregon
$1.76M +$259K +21,882 +17%
APP
296
Avantax Planning Partners
Iowa
$1.76M -$71 -6 -0%
AI
297
Atria Investments
North Carolina
$1.74M -$76.9K -6,504 -4%
MFG
298
MidWestOne Financial Group
Iowa
$1.73M -$155K -13,086 -8%
DSC
299
Duncker Streett & Co
Missouri
$1.73M +$214K +18,114 +14%
WWM
300
Windsor Wealth Management
Indiana
$1.73M -$539K -46,986 -24%
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