SCHX icon

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 %
AFP
376
Ausdal Financial Partners
Iowa
$887K -$62.8K -5,316 -7%
SSB
377
Sandy Spring Bank
Maryland
$883K – – –
JPLA
378
Joseph P. Lucia & Associates
New York
$882K -$39.9K -3,372 -4%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$878K +$107K +9,048 +14%
AWM
380
AE Wealth Management
Kansas
$875K -$273K -23,094 -24%
CCMD
381
Cypress Capital Management (Delaware)
Delaware
$871K +$871K +73,662 New
VWA
382
V Wealth Advisors
Kansas
$870K +$71.8K +6,072 +9%
PAM
383
Premier Asset Management
Illinois
$863K +$71.7K +6,060 +9%
TW
384
Transform Wealth
Colorado
$856K – – –
BlackRock
385
BlackRock
New York
$855K +$92K +7,782 +12%
ASN
386
Advisory Services Network
Georgia
$843K – – –
LIA
387
LBMC Investment Advisors
Tennessee
$831K – – –
SFG
388
StrategIQ Financial Group
Indiana
$794K +$61.2K +5,172 +8%
FNBT
389
FineMark National Bank & Trust
Florida
$784K -$143K -12,072 -15%
SFSIG
390
San Francisco Sentry Investment Group
California
$772K +$7.1K +600 +0.9%
SWM
391
SigFig Wealth Management
California
$763K -$1.56K -132 -0.2%
SAM
392
Summit Asset Management
Tennessee
$762K – – –
HWA
393
Heritage Wealth Advisors
Virginia
$759K -$443K -37,530 -37%
VFA
394
Valeo Financial Advisors
Indiana
$750K -$20.3K -1,722 -3%
BRWM
395
B. Riley Wealth Management
Tennessee
$746K +$746K +63,096 New
WTC
396
WhitTier Trust Company
Nevada
$739K +$245K +20,712 +50%
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$735K +$29.7K +2,508 +4%
SG
398
Somerset Group
Minnesota
$731K -$5.32K -450 -0.7%
BSW
399
Buckingham Strategic Wealth
Missouri
$728K +$1.77K +150 +0.2%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$721K +$56.5K +4,776 +9%
14 15
16
17 18