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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 %
BCIM
426
Bishop & Co Investment Management
Pennsylvania
$441K – – –
WI
427
Wedgewood Investors
Pennsylvania
$434K – – –
EHPM
428
Emery Howard Portfolio Management
California
$430K +$24.5K +2,172 +6%
FWCM
429
Ferguson Wellman Capital Management
Oregon
$428K – – –
Wealthfront Advisers
430
Wealthfront Advisers
California
$425K +$18K +1,596 +4%
BAC
431
Boys Arnold & Co
North Carolina
$417K – – –
GIA
432
GHP Investment Advisors
Colorado
$414K -$1.22K -108 -0.3%
Janney Montgomery Scott
433
Janney Montgomery Scott
Pennsylvania
$413K +$44K +3,900 +12%
Fisher Asset Management
434
Fisher Asset Management
Washington
$413K +$413K +36,672 New
MA
435
Montag & Associates
Georgia
$410K – – –
TYCC
436
Texas Yale Capital Corp
Florida
$410K +$410K +36,384 New
GI
437
GS Investments
Minnesota
$402K +$128K +11,340 +47%
IA
438
IFP Advisors
Florida
$389K -$3.06M -271,104 -89%
PCM
439
Parsons Capital Management
Rhode Island
$386K +$21.2K +1,884 +6%
HIC
440
Hartline Investment Corp
Illinois
$384K +$2.78K +246 +0.7%
BFC
441
Bedel Financial Consulting
Indiana
$382K -$24.1K -2,136 -6%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$379K -$858K -73,296 -69%
M&T Bank
443
M&T Bank
New York
$379K – – –
HIC
444
Holderness Investments Company
North Carolina
$373K -$1.42K -126 -0.4%
CA
445
Cetera Advisors
Colorado
$372K +$9.89K +876 +3%
MIC
446
Means Investment Company
Maine
$369K – – –
SC
447
Schoolcraft Capital
Colorado
$367K +$367K +32,544 New
CG
448
Caprock Group
Idaho
$364K +$8.12K +720 +2%
BPB
449
Badgley, Phelps & Bell
Washington
$361K +$361K +32,010 New
VWA
450
V Wealth Advisors
Kansas
$359K +$359K +30,828 New
16 17
18
19 20