SCHX icon

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 %
BAM
401
Barrett Asset Management
New York
$531K -$103K -9,120 -16%
AFP
402
Ausdal Financial Partners
Iowa
$531K +$2.43K +216 +0.5%
CAM
403
Carret Asset Management
New York
$529K +$7.1K +630 +1%
FIM
404
Frontier Investment Management
Texas
$529K +$81.8K +7,254 +18%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$528K +$398K +22,968 +307%
MIH
406
Madison Investment Holdings
Wisconsin
$514K – – –
Susquehanna International Group
407
Susquehanna International Group
Pennsylvania
$501K -$4.45M -394,890 -90%
PWPS
408
Pinnacle Wealth Planning Services
Ohio
$501K +$501K +44,394 New
HWA
409
HHM Wealth Advisors
Tennessee
$494K +$68 +6 +0%
WCM
410
Weik Capital Management
Pennsylvania
$487K +$5.41K +480 +1%
CHP
411
Cable Hill Partners
Oregon
$483K +$154K +13,710 +47%
EAM
412
Evanson Asset Management
California
$482K +$203 +18 +0%
MCP
413
Mirador Capital Partners
California
$482K +$33.7K +2,988 +8%
SMC
414
Smith, Moore & Co
Missouri
$479K – – –
CA
415
Calton & Associates
Florida
$476K -$393K -34,896 -45%
Brown Advisory
416
Brown Advisory
Maryland
$476K +$84.8K +7,524 +22%
BW
417
Bison Wealth
Georgia
$474K +$21.7K +1,926 +5%
WTC
418
WhitTier Trust Company
Nevada
$471K – – –
PCA
419
Personal Capital Advisors
California
$470K +$76.8K +6,810 +20%
FANJ
420
Financial Architects (New Jersey)
New Jersey
$463K -$45.7K -4,056 -9%
SBA
421
Secrest Blakey & Associates
North Carolina
$457K -$116K -10,290 -20%
RCC
422
Red Cedar Capital
Nebraska
$454K +$2.57K +228 +0.6%
ACM
423
Armbruster Capital Management
New York
$451K +$1.02K +90 +0.2%
BMM
424
Berkshire Money Management
Massachusetts
$449K +$28.3K +2,514 +7%
WP
425
WMS Partners
Maryland
$449K +$449K +39,888 New
15 16
17
18 19