SCHX icon

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 %
RPGK
326
Retirement Planning Group (Kansas)
Kansas
$1.19M +$3.3K +282 +0.3%
GAM
327
Garrison Asset Management
Arkansas
$1.17M -$3.86K -330 -0.3%
CIR
328
Clear Investment Research
Georgia
$1.16M +$126K +10,794 +12%
BAM
329
Berkshire Asset Management
Pennsylvania
$1.15M +$196K +16,794 +21%
SHA
330
Seneca House Advisors
Virginia
$1.15M +$220K +18,504 +24%
CAM
331
Cresset Asset Management
Illinois
$1.15M +$501K +42,624 +77%
JCM
332
Jacobsen Capital Management
Utah
$1.14M +$1.14M +97,548 New
AWM
333
AE Wealth Management
Kansas
$1.14M -$925K -79,050 -45%
GSIS
334
Global Strategic Investment Solutions
Arizona
$1.13M – – –
CA
335
Calton & Associates
Florida
$1.11M +$615K +52,590 +124%
OC
336
Oppenheimer & Co
New York
$1.1M +$1.12K +96 +0.1%
SWP
337
Stratos Wealth Partners
Ohio
$1.09M -$124K -10,602 -10%
GBBWRPM
338
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.09M +$1.09M +93,060 New
NFG
339
Nations Financial Group
Iowa
$1.08M +$66.3K +5,664 +7%
BPA
340
Beacon Pointe Advisors
California
$1.08M +$188K +16,044 +21%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$1.08M -$31.8K -2,718 -3%
BFG
342
Bouchey Financial Group
New York
$1.07M -$14.5K -1,236 -1%
AIS
343
American Investment Services
Massachusetts
$1.06M +$24.1K +2,058 +2%
PFM
344
Phillips Financial Management
Indiana
$1.06M +$41.3K +3,504 +4%
AC
345
Alley Company
Illinois
$1.05M +$28.9K +2,472 +3%
PA
346
Parallel Advisors
California
$1.04M -$257K -21,978 -20%
TWM
347
Tanglewood Wealth Management
Texas
$1.03M -$470K -40,176 -31%
Millennium Management
348
Millennium Management
New York
$1.03M +$1.03M +87,930 New
PSUF
349
People's United Financial
Connecticut
$1.02M -$7.16K -612 -0.7%
SC
350
Slow Capital
California
$994K +$19.7K +1,680 +2%
12 13
14
15 16