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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 %
OCM
451
One Capital Management
California
$354K -$1.15K -102 -0.3%
Jones Financial Companies
452
Jones Financial Companies
Missouri
$348K – – –
NCM
453
Novare Capital Management
North Carolina
$345K +$41.2K +3,654 +14%
Principal Financial Group
454
Principal Financial Group
Iowa
$344K +$1.55K +138 +0.5%
MIM
455
Moseley Investment Management
Florida
$341K +$341K +30,222 New
AFA
456
American Financial Advisors
Georgia
$340K +$3.92K +348 +1%
TNBTD
457
Trustmark National Bank Trust Department
Mississippi
$335K – – –
HCIA
458
Hochman Cole Investment Advisors
Illinois
$330K +$29.9K +2,652 +10%
RPA
459
Rock Point Advisors
Vermont
$327K -$180K -15,966 -35%
AQA
460
Alpha Quant Advisors
Texas
$325K +$4.05K +360 +1%
PIP
461
Peachtree Investment Partners
Florida
$322K +$92.3K +8,190 +40%
FF
462
Friedenthal Financial
New Jersey
$322K +$322K +28,560 New
PCIA
463
Prime Capital Investment Advisors
Kansas
$320K +$320K +28,392 New
HB
464
Homrich & Berg
Georgia
$320K +$320K +28,398 New
BWP
465
BSW Wealth Partners
Colorado
$312K -$173K -15,420 -36%
AMIM
466
Aull & Monroe Investment Management
Alabama
$310K +$13.7K +1,218 +5%
ECM
467
Ensemble Capital Management
California
$308K -$17.4K -1,542 -5%
CP
468
Camelot Portfolios
Ohio
$306K +$306K +27,180 New
SPC
469
Stewart & Patten Company
California
$302K +$3.72K +330 +1%
RA
470
Rational Advisors
New York
$300K +$84.4K +7,482 +39%
SCA
471
Stillwater Capital Advisors
Pennsylvania
$296K – – –
Comerica Bank
472
Comerica Bank
Texas
$293K -$90.1K -7,836 -24%
IDA
473
Intelligence Driven Advisers
California
$289K -$4.27K -378 -1%
RWA
474
Redhawk Wealth Advisors
Minnesota
$281K -$115K -10,200 -29%
CIM
475
Contravisory Investment Management
Massachusetts
$280K -$1.24M -110,052 -82%
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