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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 %
OC
351
Oppenheimer & Co
New York
$1.1M -$17.8K -1,506 -2%
PFM
352
Phillips Financial Management
Indiana
$1.09M +$30.1K +2,544 +3%
LWAC
353
Laurel Wealth Advisors (California)
California
$1.08M +$203K +17,142 +23%
AIS
354
American Investment Services
Massachusetts
$1.07M – – –
MWM
355
Meridian Wealth Management
Kentucky
$1.07M +$6.17K +522 +0.6%
RPGK
356
Retirement Planning Group (Kansas)
Kansas
$1.06M -$138K -11,646 -11%
SWP
357
Stratos Wealth Partners
Ohio
$1.05M -$52K -4,398 -5%
BFG
358
Bouchey Financial Group
New York
$1.05M -$36.6K -3,096 -3%
TWM
359
Tanglewood Wealth Management
Texas
$1.04M – – –
APSI
360
Asset Planning Services Inc
Louisiana
$1.04M +$44K +3,720 +4%
SP
361
Successful Portfolios
Florida
$1.03M +$23.9K +2,022 +2%
AC
362
Alley Company
Illinois
$1.02M -$34.3K -2,898 -3%
IFS
363
Ifrah Financial Services
Arkansas
$1.02M +$44.5K +3,768 +5%
SC
364
Slow Capital
California
$1.01M +$6.81K +576 +0.7%
CW
365
CreativeOne Wealth
Kansas
$1.01M +$21.9K +1,854 +2%
GM
366
GeoWealth Management
Illinois
$1.01M +$1.01M +85,428 New
PSUF
367
People's United Financial
Connecticut
$1.01M -$26.9K -2,274 -3%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$999K -$91K -7,698 -8%
PWM
369
Perigon Wealth Management
California
$982K +$9.93K +834 +1%
BJL
370
Brighton Jones LLC
Washington
$979K +$4.97K +420 +0.5%
TCM
371
Twele Capital Management
Minnesota
$945K +$922 +78 +0.1%
PA
372
Pinnacle Associates
New York
$920K -$64.7K -5,478 -7%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$914K +$49.9K +4,218 +6%
Nomura Asset Management
374
Nomura Asset Management
Japan
$911K +$175K +14,808 +24%
Calamos Advisors
375
Calamos Advisors
Illinois
$894K -$45K -3,804 -5%
13 14
15
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