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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 %
PP
376
Palladium Partners
Virginia
$640K +$8.31K +738 +1%
FVWA
377
Foster Victor Wealth Advisors
South Carolina
$635K – – –
PWW
378
Pettyjohn Wood & White
Virginia
$632K +$20.3K +1,800 +3%
VFA
379
Valeo Financial Advisors
Indiana
$630K +$99K +8,796 +19%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$626K -$1.22K -108 -0.2%
LWANC
381
Laurel Wealth Advisors (North Carolina)
North Carolina
$626K +$24K +2,130 +4%
CCMG
382
Clark Capital Management Group
Pennsylvania
$624K +$624K +55,398 New
CAM
383
Cresset Asset Management
Illinois
$621K +$87.5K +7,770 +16%
HA
384
Harborview Advisors
Maine
$598K +$47.5K +4,212 +9%
MSWMA
385
Market Street Wealth Management Advisors
Indiana
$598K +$154K +13,644 +35%
JIP
386
Jaffetilchin Investment Partners
Florida
$598K +$598K +53,106 New
GGI
387
Godsey & Gibb Inc
Virginia
$588K -$188K -16,698 -24%
SGCA
388
Steel Grove Capital Advisors
Tennessee
$587K +$3.31K +294 +0.6%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$582K -$166K -14,736 -22%
SFS
390
Summit Financial Strategies
Ohio
$578K -$637K -59,988 -52%
CCM
391
Colorado Capital Management
Colorado
$574K -$24.7K -2,196 -4%
KIA
392
KCM Investment Advisors
California
$573K +$1.42K +126 +0.2%
HP
393
HT Partners
Connecticut
$571K -$38.4K -3,402 -6%
BCM
394
BTR Capital Management
California
$567K -$74.4K -6,600 -12%
LRPA
395
L. Roy Papp & Associates
Arizona
$566K – – –
WP
396
WealthPLAN Partners
Nebraska
$555K +$49.9K +4,392 +10%
PA
397
Paracle Advisors
Washington
$551K +$44K +3,912 +9%
HPWM
398
Highland Private Wealth Management
Washington
$545K +$5.55K +492 +1%
BEAM
399
Baker Ellis Asset Management
Washington
$541K +$541K +48,000 New
TL
400
TrueWealth LLC
Georgia
$532K +$2.71K +240 +0.5%
14 15
16
17 18