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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 %
PA
326
PFG Advisors
Arizona
$1.38M -$2.65K -228 -0.2%
CAN
327
Cetera Advisor Networks
California
$1.37M +$60.6K +5,124 +5%
APG
328
Abacus Planning Group
South Carolina
$1.36M +$59.9K +5,070 +5%
PAM
329
Peak Asset Management
Colorado
$1.36M -$92.6K -7,830 -6%
MFT
330
Moisand Fitzgerald Tamayo
Florida
$1.35M -$21.9K -1,854 -2%
MCWS
331
McKinley Carter Wealth Services
West Virginia
$1.35M +$418K +35,370 +45%
SHA
332
Seneca House Advisors
Virginia
$1.34M +$199K +16,830 +17%
3C
333
361 Capital
Colorado
$1.34M +$55.6K +4,704 +4%
FAG
334
Financial Advisory Group
Texas
$1.33M +$28.4K +2,400 +2%
CBFP
335
Cedar Brook Financial Partners
Ohio
$1.32M +$354K +29,916 +37%
CHA
336
Carmichael Hill & Associates
Maryland
$1.3M +$7.02K +594 +0.5%
FCI
337
Financial Counselors Inc
Kansas
$1.29M – – –
UAS
338
United Asset Strategies
New York
$1.28M +$33.7K +2,850 +3%
WIC
339
Whitegate Investment Counselors
New Hampshire
$1.28M -$25.5K -2,154 -2%
BAM
340
Berkshire Asset Management
Pennsylvania
$1.26M +$100K +8,502 +9%
Millennium Management
341
Millennium Management
New York
$1.26M +$221K +18,678 +21%
BPA
342
Beacon Pointe Advisors
California
$1.25M +$159K +13,434 +15%
WP
343
WealthPLAN Partners
Nebraska
$1.24M -$24.3K -1,974 -2%
JCM
344
Jacobsen Capital Management
Utah
$1.23M +$75.8K +6,414 +7%
MSWMA
345
Market Street Wealth Management Advisors
Indiana
$1.2M +$530K +44,838 +79%
GAM
346
Garrison Asset Management
Arkansas
$1.2M +$13.5K +1,146 +1%
CIR
347
Clear Investment Research
Georgia
$1.17M – – –
NFG
348
Nations Financial Group
Iowa
$1.16M +$43.5K +3,600 +4%
GSIS
349
Global Strategic Investment Solutions
Arizona
$1.14M – – –
CCG
350
Cypress Capital Group
Florida
$1.12M +$313K +26,460 +39%
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14
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