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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 %
SP
351
Successful Portfolios
Florida
$993K +$7.58K +648 +0.8%
APSI
352
Asset Planning Services Inc
Louisiana
$986K +$56.2K +4,800 +6%
CW
353
CreativeOne Wealth
Kansas
$978K +$100K +8,550 +11%
PA
354
Pinnacle Associates
New York
$975K -$94.6K -8,088 -9%
IFS
355
Ifrah Financial Services
Arkansas
$968K -$8.77K -750 -0.9%
BJL
356
Brighton Jones LLC
Washington
$964K +$29.5K +2,520 +3%
AFP
357
Ausdal Financial Partners
Iowa
$964K +$398K +33,216 +70%
PWM
358
Perigon Wealth Management
California
$956K +$11.6K +990 +1%
CBFP
359
Cedar Brook Financial Partners
Ohio
$955K +$282K +24,120 +42%
TCM
360
Twele Capital Management
Minnesota
$934K +$203K +17,334 +28%
Calamos Advisors
361
Calamos Advisors
Illinois
$929K +$28.1K +2,400 +3%
MCWS
362
McKinley Carter Wealth Services
West Virginia
$918K +$104K +8,934 +13%
FNBT
363
FineMark National Bank & Trust
Florida
$917K +$1.9K +162 +0.2%
JPLA
364
Joseph P. Lucia & Associates
New York
$912K -$10M -857,466 -92%
W
365
Wealthquest
Ohio
$893K -$107K -9,180 -11%
RCA
366
Reitz Capital Advisors
Michigan
$877K -$91.3K -7,800 -9%
SSB
367
Sandy Spring Bank
Maryland
$874K – – –
LWAC
368
Laurel Wealth Advisors (California)
California
$864K +$9.2K +786 +1%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$855K -$47K -4,014 -5%
TW
370
Transform Wealth
Colorado
$847K -$380K -32,490 -31%
ASN
371
Advisory Services Network
Georgia
$843K +$112K +9,570 +15%
LIA
372
LBMC Investment Advisors
Tennessee
$823K – – –
VWA
373
V Wealth Advisors
Kansas
$812K +$441K +36,708 +119%
CCG
374
Cypress Capital Group
Florida
$796K -$174K -14,820 -18%
PCIA
375
Prime Capital Investment Advisors
Kansas
$789K +$457K +39,030 +137%
13 14
15
16 17