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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 %
OC
451
Oarsman Capital
Wisconsin
$396K +$396K +33,828 New
M&T Bank
452
M&T Bank
New York
$393K – – –
SC
453
Schoolcraft Capital
Colorado
$393K +$11.8K +1,008 +3%
AFA
454
American Financial Advisors
Georgia
$389K +$36.2K +3,096 +10%
CG
455
Caprock Group
Idaho
$385K +$5.29K +450 +1%
PCM
456
Parsons Capital Management
Rhode Island
$384K -$16.9K -1,440 -4%
SFG
457
SevenBridge Financial Group
Pennsylvania
$377K +$377K +32,262 New
BPB
458
Badgley, Phelps & Bell
Washington
$368K -$6.53K -558 -2%
AMIM
459
Aull & Monroe Investment Management
Alabama
$368K +$46.6K +3,984 +14%
MA
460
Montag & Associates
Georgia
$366K -$59.7K -5,106 -14%
RA
461
Rational Advisors
New York
$366K +$54.6K +4,662 +18%
MWA
462
MFA Wealth Advisors
Pennsylvania
$363K -$5.16M -441,468 -93%
OCM
463
One Capital Management
California
$363K -$4.21K -360 -1%
Jones Financial Companies
464
Jones Financial Companies
Missouri
$361K – – –
Principal Financial Group
465
Principal Financial Group
Iowa
$357K -$421 -36 -0.1%
MIC
466
Means Investment Company
Maine
$356K -$32.9K -2,772 -8%
FF
467
Friedenthal Financial
New Jersey
$344K +$10.2K +870 +3%
LNC
468
Lincoln National Corp
Pennsylvania
$340K +$73.2K +6,264 +27%
RPA
469
Rock Point Advisors
Vermont
$336K -$3.58K -306 -1%
MIM
470
Moseley Investment Management
Florida
$333K -$20K -1,716 -6%
BWP
471
BSW Wealth Partners
Colorado
$324K – – –
CP
472
Camelot Portfolios
Ohio
$318K – – –
SPC
473
Stewart & Patten Company
California
$316K +$2.46K +210 +0.8%
SBSB
474
Sullivan, Bruyette, Speros & Blaney
Virginia
$316K +$316K +27,000 New
HCIA
475
Hochman Cole Investment Advisors
Illinois
$313K -$30.1K -2,568 -9%
17 18
19
20 21