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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 %
W
401
Wealthquest
Ohio
$712K -$190K -16,104 -21%
GGI
402
Godsey & Gibb Inc
Virginia
$707K +$131K +11,070 +23%
LRPA
403
L. Roy Papp & Associates
Arizona
$705K -$11.3K -960 -2%
RCA
404
Reitz Capital Advisors
Michigan
$700K -$186K -15,708 -21%
Northern Trust
405
Northern Trust
Illinois
$698K -$60.4K -5,106 -8%
HIC
406
Holderness Investments Company
North Carolina
$698K -$15.8K -1,338 -2%
VCM
407
Versant Capital Management
Arizona
$693K -$28.5K -2,412 -4%
PWW
408
Pettyjohn Wood & White
Virginia
$675K +$32.3K +2,736 +5%
BL
409
BFSG LLC
California
$666K -$5.89K -498 -0.9%
ACA
410
Ackerman Capital Advisors
Texas
$663K +$2.06K +174 +0.3%
BC
411
Barnett & Company
Tennessee
$661K -$2.82M -238,350 -81%
PP
412
Palladium Partners
Virginia
$650K -$13.1K -1,128 -2%
CCMG
413
Clark Capital Management Group
Pennsylvania
$648K – – –
FAT
414
First American Trust
California
$635K +$635K +53,700 New
HA
415
Harborview Advisors
Maine
$632K -$2.06K -174 -0.3%
OC
416
Oarsman Capital
Wisconsin
$611K +$211K +17,892 +53%
KIA
417
KCM Investment Advisors
California
$606K – – –
WCM
418
Weik Capital Management
Pennsylvania
$594K +$26.2K +2,220 +5%
HP
419
HT Partners
Connecticut
$587K -$11.7K -990 -2%
BCM
420
BTR Capital Management
California
$577K – – –
BAM
421
Barrett Asset Management
New York
$577K +$16K +1,350 +3%
HPWM
422
Highland Private Wealth Management
Washington
$575K +$1.78K +150 +0.3%
FHB
423
First Hawaiian Bank
Hawaii
$572K – – –
PA
424
Paracle Advisors
Washington
$570K -$7.94K -672 -1%
BEAM
425
Baker Ellis Asset Management
Washington
$567K – – –
15 16
17
18 19