SCHX icon

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 %
CWP
301
Capital Wealth Planning
Florida
$1.72M +$231K +19,332 +16%
VDFA
302
Vickerman & Driscoll Financial Advisors
Washington
$1.68M -$108K -9,120 -6%
NCM
303
Northwest Capital Management
Oregon
$1.68M -$106K -8,940 -6%
CRC
304
Curi RMB Capital
Illinois
$1.66M +$1.45M +122,970 +719%
EVC
305
Eidelman Virant Capital
Missouri
$1.64M -$40.7K -3,438 -2%
TA
306
Tiedemann Advisors
New York
$1.64M -$1.58M -133,416 -49%
OAJ
307
Ogorek Anthony Joseph
New York
$1.63M -$45.4K -3,846 -3%
A
308
AdvicePeriod
California
$1.6M -$147K -12,468 -8%
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$1.57M +$919K +77,742 +141%
VCM
310
Vivaldi Capital Management
Illinois
$1.57M -$5.18K -438 -0.3%
SIA
311
Starfire Investment Advisers
Michigan
$1.55M +$51.9K +4,392 +3%
OFG
312
Oxford Financial Group
Indiana
$1.55M +$9.58K +810 +0.6%
PFA
313
Pinnacle Family Advisors
Missouri
$1.55M -$386K -32,688 -20%
DSA
314
Droms Strauss Advisors
Missouri
$1.54M -$12.1K -1,026 -0.8%
LFA
315
Legend Financial Advisors
Pennsylvania
$1.52M -$25.5K -2,154 -2%
AC
316
Abbrea Capital
California
$1.52M – – –
AMG
317
Asset Management Group
Connecticut
$1.5M +$137K +11,610 +10%
PA
318
Parallel Advisors
California
$1.49M +$437K +36,990 +42%
EWA
319
EP Wealth Advisors
California
$1.48M -$153K -12,930 -9%
PIA
320
Pinion Investment Advisors
Kansas
$1.45M +$245K +20,760 +20%
RC
321
Roundview Capital
New Jersey
$1.43M +$15.1K +1,278 +1%
CFMC
322
Curbstone Financial Management Corp
New Hampshire
$1.4M -$12.1K -1,020 -0.9%
CA
323
Capital Advantage
California
$1.4M +$1.4M +118,716 New
GBBWRPM
324
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.39M +$287K +24,240 +26%
SBH
325
Segall Bryant & Hamill
Illinois
$1.38M -$34.1K -2,886 -2%
11 12
13
14 15