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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 %
GI
451
GS Investments
Minnesota
$476K +$10.6K +900 +2%
SBA
452
Secrest Blakey & Associates
North Carolina
$475K -$7.16K -606 -1%
RA
453
Rational Advisors
New York
$473K +$103K +8,736 +28%
Deutsche Bank
454
Deutsche Bank
Germany
$462K -$139K -11,766 -23%
EHPM
455
Emery Howard Portfolio Management
California
$461K +$2.06K +174 +0.4%
MML Investors Services
456
MML Investors Services
Massachusetts
$460K -$1.29M -109,116 -74%
WI
457
Wedgewood Investors
Pennsylvania
$455K – – –
FWCM
458
Ferguson Wellman Capital Management
Oregon
$449K – – –
FANJ
459
Financial Architects (New Jersey)
New Jersey
$449K – – –
Thrivent Financial for Lutherans
460
Thrivent Financial for Lutherans
Minnesota
$446K +$6.74K +276 +2%
ACM
461
Armbruster Capital Management
New York
$436K -$2.49K -210 -0.6%
AMIM
462
Aull & Monroe Investment Management
Alabama
$432K +$59.7K +5,052 +16%
GIA
463
GHP Investment Advisors
Colorado
$431K +$638 +54 +0.1%
BMM
464
Berkshire Money Management
Massachusetts
$428K -$59.3K -5,016 -12%
RIA
465
Realta Investment Advisors
Delaware
$425K -$34.3K -2,898 -7%
BAC
466
Boys Arnold & Co
North Carolina
$421K -$14.1K -1,200 -3%
BCIM
467
Bishop & Co Investment Management
Pennsylvania
$416K – – –
HIC
468
Hartline Investment Corp
Illinois
$406K +$1.63K +138 +0.4%
BFC
469
Bedel Financial Consulting
Indiana
$401K – – –
TWA
470
TCI Wealth Advisors
Arizona
$401K +$171K +14,460 +74%
M&T Bank
471
M&T Bank
New York
$397K – – –
AFA
472
American Financial Advisors
Georgia
$394K +$780 +66 +0.2%
PO
473
Private Ocean
California
$390K +$112K +9,444 +40%
SC
474
Schoolcraft Capital
Colorado
$386K -$11.1K -942 -3%
BPB
475
Badgley, Phelps & Bell
Washington
$375K +$3.54K +300 +1%
17 18
19
20 21