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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 %
PAM
376
Premier Asset Management
Illinois
$782K -$9.11K -780 -1%
VFA
377
Valeo Financial Advisors
Indiana
$763K +$108K +9,252 +17%
LWANC
378
Laurel Wealth Advisors (North Carolina)
North Carolina
$763K +$113K +9,654 +17%
SFSIG
379
San Francisco Sentry Investment Group
California
$757K +$4.56K +390 +0.6%
SWM
380
SigFig Wealth Management
California
$757K +$27K +2,310 +4%
BlackRock
381
BlackRock
New York
$755K +$4.35K +372 +0.6%
SAM
382
Summit Asset Management
Tennessee
$754K – – –
Northern Trust
383
Northern Trust
Illinois
$750K -$126K -10,800 -14%
SG
384
Somerset Group
Minnesota
$729K +$16.8K +1,434 +2%
Nomura Asset Management
385
Nomura Asset Management
Japan
$728K – – –
SFG
386
StrategIQ Financial Group
Indiana
$725K -$36.9K -3,150 -5%
BSW
387
Buckingham Strategic Wealth
Missouri
$719K -$188K -16,050 -21%
VCM
388
Versant Capital Management
Arizona
$714K -$17K -1,458 -2%
LRPA
389
L. Roy Papp & Associates
Arizona
$709K +$122K +10,398 +21%
HIC
390
Holderness Investments Company
North Carolina
$706K +$319K +27,294 +83%
FPCG
391
Fort Pitt Capital Group
Pennsylvania
$701K -$6.85M -585,528 -91%
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$698K +$47.5K +4,062 +7%
MSWMA
393
Market Street Wealth Management Advisors
Indiana
$683K +$45.9K +3,828 +7%
PP
394
Palladium Partners
Virginia
$669K +$4.56K +390 +0.7%
FVWA
395
Foster Victor Wealth Advisors
South Carolina
$667K – – –
BL
396
BFSG LLC
California
$665K -$18.4K -1,572 -3%
FTS
397
Fifth Third Securities
Ohio
$659K +$659K +56,094 New
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$657K +$53K +4,530 +9%
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
$646K +$126K +10,728 +24%
CCMG
400
Clark Capital Management Group
Pennsylvania
$641K -$7.09K -606 -1%
14 15
16
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