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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 %
EWA
301
EP Wealth Advisors
California
$1.22M +$76K +6,744 +7%
CAN
302
Cetera Advisor Networks
California
$1.21M – – –
TW
303
Transform Wealth
Colorado
$1.18M -$3.04K -270 -0.3%
BPWA
304
Beacon Pointe Wealth Advisors
California
$1.17M -$32.8K -2,910 -3%
SWP
305
Stratos Wealth Partners
Ohio
$1.17M -$11.1K -984 -0.9%
FAG
306
Financial Advisory Group
Texas
$1.16M +$161K +14,310 +16%
CHA
307
Carmichael Hill & Associates
Maryland
$1.16M +$26.1K +2,316 +2%
RC
308
Roundview Capital
New Jersey
$1.16M +$357K +31,650 +44%
RPGK
309
Retirement Planning Group (Kansas)
Kansas
$1.14M -$3.3M -293,118 -74%
SFG
310
SNS Financial Group
Minnesota
$1.14M +$49.7K +4,410 +5%
GAM
311
Garrison Asset Management
Arkansas
$1.13M +$2.1K +186 +0.2%
WCM
312
Wealthcare Capital Management
Virginia
$1.13M +$3.59K +318 +0.3%
WOC
313
West Oak Capital
California
$1.12M -$94.3K -8,370 -8%
PPP
314
Private Portfolio Partners
New Jersey
$1.12M +$642K +56,994 +136%
Stifel Financial
315
Stifel Financial
Missouri
$1.11M +$224K +19,890 +25%
GSIS
316
Global Strategic Investment Solutions
Arizona
$1.09M -$14.1K -1,254 -1%
3C
317
361 Capital
Colorado
$1.09M +$136K +12,030 +14%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$1.07M +$121K +10,716 +13%
OC
319
Oppenheimer & Co
New York
$1.06M +$27K +2,394 +3%
STA
320
Summit Trail Advisors
New York
$1.05M +$1.05M +93,432 New
BFG
321
Bouchey Financial Group
New York
$1.05M -$9.81K -870 -0.9%
PA
322
Pinnacle Associates
New York
$1.03M +$47.5K +4,218 +5%
SF
323
Summit Financial
New Jersey
$1.03M +$35.2K +3,126 +4%
TF
324
TIAA FSB
Florida
$1.02M -$23.9K -2,118 -2%
MWM
325
Meridian Wealth Management
Kentucky
$1.01M -$13.3K -1,176 -1%
11 12
13
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