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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 %
AIS
326
American Investment Services
Massachusetts
$1M +$19.3K +1,710 +2%
CIR
327
Clear Investment Research
Georgia
$997K +$87.3K +7,746 +10%
PSUF
328
People's United Financial
Connecticut
$992K -$55.6K -4,932 -5%
PFM
329
Phillips Financial Management
Indiana
$983K +$107K +9,432 +12%
AC
330
Alley Company
Illinois
$981K +$61.5K +5,460 +7%
NFG
331
Nations Financial Group
Iowa
$979K +$21.4K +1,902 +2%
GPC
332
Glacier Peak Capital
Washington
$964K +$342K +30,318 +55%
W
333
Wealthquest
Ohio
$963K +$84.8K +7,530 +10%
VF
334
Virtu Financial
New York
$961K -$439K -38,934 -31%
SP
335
Successful Portfolios
Florida
$949K +$39.6K +3,510 +4%
IFS
336
Ifrah Financial Services
Arkansas
$941K +$7.03K +624 +0.8%
PWM
337
Perigon Wealth Management
California
$940K -$17.6K -1,512 -2%
SC
338
Slow Capital
California
$938K +$67.6K +6,000 +8%
CCG
339
Cypress Capital Group
Florida
$933K -$130K -11,520 -12%
RCA
340
Reitz Capital Advisors
Michigan
$932K -$104K -9,270 -10%
BAM
341
Berkshire Asset Management
Pennsylvania
$918K +$671K +59,550 +271%
G
342
Gainplan
Michigan
$915K +$915K +81,240 New
BJL
343
Brighton Jones LLC
Washington
$900K +$411K +36,456 +84%
APSI
344
Asset Planning Services Inc
Louisiana
$895K +$18.6K +1,650 +2%
FNBT
345
FineMark National Bank & Trust
Florida
$881K – – –
SHA
346
Seneca House Advisors
Virginia
$881K +$289K +25,638 +49%
BSW
347
Buckingham Strategic Wealth
Missouri
$873K -$22.2K -1,974 -2%
Calamos Advisors
348
Calamos Advisors
Illinois
$868K -$37.1K -3,288 -4%
BPA
349
Beacon Pointe Advisors
California
$861K -$109K -9,660 -11%
CW
350
CreativeOne Wealth
Kansas
$845K +$294K +26,100 +53%
12 13
14
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