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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 %
SFS
426
Summit Financial Strategies
Ohio
$565K – – –
TL
427
TrueWealth LLC
Georgia
$560K +$1.63K +138 +0.3%
PPP
428
Private Portfolio Partners
New Jersey
$559K -$1.35M -114,396 -71%
CAM
429
Carret Asset Management
New York
$548K – – –
NCM
430
Novare Capital Management
North Carolina
$545K +$66.7K +5,640 +14%
MCP
431
Mirador Capital Partners
California
$532K +$9.28K +786 +2%
CA
432
Corrado Advisors
New Jersey
$529K -$67.6K -5,712 -11%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
CCM
434
Colorado Capital Management
Colorado
$526K -$10.9K -924 -2%
HWA
435
HHM Wealth Advisors
Tennessee
$519K +$709 +60 +0.1%
CIM
436
Contravisory Investment Management
Massachusetts
$515K +$243K +20,604 +90%
CG
437
CFO4Life Group
Texas
$514K +$514K +43,464 New
BW
438
Bison Wealth
Georgia
$508K -$1.63K -138 -0.3%
EAM
439
Evanson Asset Management
California
$506K +$213 +18 +0%
Brown Advisory
440
Brown Advisory
Maryland
$505K +$6.17K +522 +1%
SMC
441
Smith, Moore & Co
Missouri
$503K – – –
CA
442
Cetera Advisors
Colorado
$501K +$81.6K +6,918 +19%
PCA
443
Personal Capital Advisors
California
$494K +$53.7K +4,554 +12%
Wealthfront Advisers
444
Wealthfront Advisers
California
$491K -$41.8K -3,534 -8%
SFG
445
SevenBridge Financial Group
Pennsylvania
$491K +$109K +9,240 +29%
Janney Montgomery Scott
446
Janney Montgomery Scott
Pennsylvania
$488K +$63.6K +5,376 +15%
FIM
447
Frontier Investment Management
Texas
$482K +$41.9K +3,546 +10%
NL
448
NWAM LLC
Washington
$480K +$480K +40,614 New
RCC
449
Red Cedar Capital
Nebraska
$479K +$2.13K +180 +0.4%
IAA
450
Independent Advisor Alliance
North Carolina
$477K -$390K -31,818 -45%
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