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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 %
Northern Trust
351
Northern Trust
Illinois
$844K +$99.6K +8,838 +13%
SSB
352
Sandy Spring Bank
Maryland
$842K +$663K +58,866 +371%
IAA
353
Independent Advisor Alliance
North Carolina
$841K -$94.2K -8,358 -10%
LWAC
354
Laurel Wealth Advisors (California)
California
$823K +$32.9K +2,916 +4%
S
355
SignatureFD
Georgia
$798K +$68 +6 +0%
LIA
356
LBMC Investment Advisors
Tennessee
$792K – – –
MCWS
357
McKinley Carter Wealth Services
West Virginia
$784K -$21.7K -1,926 -3%
PIA
358
Pinion Investment Advisors
Kansas
$781K +$540K +47,892 +224%
PAM
359
Premier Asset Management
Illinois
$762K +$10.5K +930 +1%
FWM
360
Frontier Wealth Management
Missouri
$742K +$62K +5,502 +9%
SFG
361
StrategIQ Financial Group
Indiana
$734K +$113K +9,990 +18%
SAM
362
Summit Asset Management
Tennessee
$726K – – –
SFSIG
363
San Francisco Sentry Investment Group
California
$725K +$16.2K +1,440 +2%
UAS
364
United Asset Strategies
New York
$724K -$662K -58,758 -48%
BlackRock
365
BlackRock
New York
$723K +$2.1K +186 +0.3%
FHB
366
First Hawaiian Bank
Hawaii
$718K +$432K +38,400 +151%
CA
367
Corrado Advisors
New Jersey
$707K -$7.44K -660 -1%
TCM
368
Twele Capital Management
Minnesota
$705K +$171K +15,132 +32%
VCM
369
Versant Capital Management
Arizona
$704K +$4.73K +420 +0.7%
ASN
370
Advisory Services Network
Georgia
$704K +$9.4K +834 +1%
SWM
371
SigFig Wealth Management
California
$703K +$3.92K +348 +0.6%
Nomura Asset Management
372
Nomura Asset Management
Japan
$701K +$438K +38,880 +167%
SG
373
Somerset Group
Minnesota
$686K +$43.2K +3,834 +7%
BL
374
BFSG LLC
California
$658K +$9.47K +840 +1%
CBFP
375
Cedar Brook Financial Partners
Ohio
$648K -$1.78M -157,968 -73%
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