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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 %
CWP
301
Capital Wealth Planning
Florida
$1.46M +$1.46M +124,560 New
PA
302
PFG Advisors
Arizona
$1.44M +$36.9K +3,060 +3%
PAM
303
Peak Asset Management
Colorado
$1.43M +$77.3K +6,612 +6%
CFMC
304
Curbstone Financial Management Corp
New Hampshire
$1.4M +$73K +6,240 +5%
SBH
305
Segall Bryant & Hamill
Illinois
$1.4M +$44.5K +3,810 +3%
RC
306
Roundview Capital
New Jersey
$1.4M +$197K +16,818 +16%
SF
307
Summit Financial
New Jersey
$1.36M +$293K +24,894 +27%
MFT
308
Moisand Fitzgerald Tamayo
Florida
$1.36M -$27.6K -2,358 -2%
AMG
309
Asset Management Group
Connecticut
$1.35M -$101K -8,670 -7%
TF
310
Trek Financial
Arizona
$1.32M +$1.32M +112,956 New
WCM
311
Wealthcare Capital Management
Virginia
$1.32M +$142K +12,168 +12%
FAG
312
Financial Advisory Group
Texas
$1.31M +$85.3K +7,176 +7%
WOC
313
West Oak Capital
California
$1.3M +$137K +11,724 +12%
CAN
314
Cetera Advisor Networks
California
$1.3M +$47.9K +4,098 +4%
WIC
315
Whitegate Investment Counselors
New Hampshire
$1.29M -$68.2K -5,832 -5%
APG
316
Abacus Planning Group
South Carolina
$1.29M -$13.5K -1,152 -1%
FCI
317
Financial Counselors Inc
Kansas
$1.28M – – –
CHA
318
Carmichael Hill & Associates
Maryland
$1.28M +$74.7K +6,384 +6%
3C
319
361 Capital
Colorado
$1.27M +$139K +11,904 +12%
UAS
320
United Asset Strategies
New York
$1.24M +$485K +41,502 +65%
FWM
321
Frontier Wealth Management
Missouri
$1.22M +$450K +38,466 +58%
BPWA
322
Beacon Pointe Wealth Advisors
California
$1.22M – – –
WP
323
WealthPLAN Partners
Nebraska
$1.2M +$629K +53,952 +110%
HWA
324
Heritage Wealth Advisors
Virginia
$1.19M +$1.07M +91,824 +921%
PIA
325
Pinion Investment Advisors
Kansas
$1.19M +$378K +32,322 +47%
11 12
13
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