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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 %
PWW
401
Pettyjohn Wood & White
Virginia
$636K -$20.4K -1,740 -3%
HA
402
Harborview Advisors
Maine
$627K +$6.25K +534 +1%
KIA
403
KCM Investment Advisors
California
$600K +$5.61K +480 +0.9%
Deutsche Bank
404
Deutsche Bank
Germany
$595K +$595K +50,898 New
HP
405
HT Partners
Connecticut
$592K – – –
CA
406
Corrado Advisors
New Jersey
$590K -$144K -12,300 -20%
PA
407
Paracle Advisors
Washington
$572K – – –
BCM
408
BTR Capital Management
California
$571K -$17.6K -1,500 -3%
GGI
409
Godsey & Gibb Inc
Virginia
$570K -$39.6K -3,384 -6%
HPWM
410
Highland Private Wealth Management
Washington
$567K +$1.05K +90 +0.2%
FHB
411
First Hawaiian Bank
Hawaii
$566K -$180K -15,390 -24%
BEAM
412
Baker Ellis Asset Management
Washington
$562K – – –
WCM
413
Weik Capital Management
Pennsylvania
$562K +$56.2K +4,800 +11%
SFS
414
Summit Financial Strategies
Ohio
$559K -$78.5K -6,708 -12%
BAM
415
Barrett Asset Management
New York
$555K +$3.51K +300 +0.6%
TL
416
TrueWealth LLC
Georgia
$553K +$632 +54 +0.1%
CAM
417
Carret Asset Management
New York
$542K -$7.01K -600 -1%
PWPS
418
Pinnacle Wealth Planning Services
Ohio
$535K +$16.2K +1,386 +3%
CCM
419
Colorado Capital Management
Colorado
$532K -$65K -5,556 -11%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
MIH
421
Madison Investment Holdings
Wisconsin
$527K -$7.45K -636 -1%
Wealthfront Advisers
422
Wealthfront Advisers
California
$527K +$86.3K +7,380 +20%
MCP
423
Mirador Capital Partners
California
$518K +$17.8K +1,518 +4%
HWA
424
HHM Wealth Advisors
Tennessee
$513K – – –
BW
425
Bison Wealth
Georgia
$504K +$12.3K +1,050 +2%
15 16
17
18 19