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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
1
Charles Schwab Investment Advisory
California
$2.58B
2
Charles Schwab
2
Charles Schwab
California
$522M
3
QI
3
QS Investors
New York
$188M
4
UBS Group
4
UBS Group
Switzerland
$73.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$17.3M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M
2
SEI Investments
2
SEI Investments
Pennsylvania
$892M
3
Bank of America
3
Bank of America
North Carolina
$6.82M
4
AssetMark Inc
4
AssetMark Inc
California
$133M
5
ACM
5
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$37.1M -$6.06M -537,852 -14%
ML
27
McAdam LLC
Pennsylvania
$35.7M +$2.19M +194,088 +7%
PEA
28
Pacific Edge Advisors
California
$35.3M -$2.44M -216,294 -6%
CHA
29
Cooper/Haims Advisors
New York
$34.6M +$3.92M +347,640 +13%
BC
30
Brinker Capital
Pennsylvania
$34.1M +$381K +33,804 +1%
SHJ
31
Sharkey, Howes & Javer
Colorado
$32.5M +$7.03M +623,478 +28%
BTS
32
BB&T Securities
Virginia
$32.2M -$5.8M -514,362 -15%
PFG
33
Piershale Financial Group
Illinois
$32.2M -$10.9M -971,538 -25%
TAT
34
TD Ameritrade Trust
Colorado
$31.9M +$1.11M +98,184 +4%
PRS
35
Pinkerton Retirement Specialists
Idaho
$30.9M -$2.2M -195,108 -7%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$30.8M +$608K +53,940 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$30.6M -$4.94M -438,354 -14%
LPL Financial
38
LPL Financial
California
$30.2M +$1.81M +160,680 +6%
PA
39
Planning Alternatives
Michigan
$28.5M -$4.87M -432,396 -15%
AFS
40
Access Financial Services
Minnesota
$27.9M +$67.1K +5,958 +0.2%
AWMG
41
Alliance Wealth Management Group
New Jersey
$27.8M +$1.89M +167,766 +7%
TCM
42
Towercrest Capital Management
Pennsylvania
$27.8M +$1.89M +167,766 +7%
BSB
43
Bangor Savings Bank
Maine
$27.8M +$720K +63,918 +3%
ACG
44
Allen Capital Group
Nebraska
$27.7M -$313K -27,798 -1%
JFG
45
JMG Financial Group
Illinois
$27.5M -$7.01M -622,230 -20%
CMP
46
Courage Miller Partners
Virginia
$27.3M -$162K -14,358 -0.6%
AAMA
47
Advanced Asset Management Advisors
Ohio
$27.2M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$26M +$1.6M +142,428 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$25.8M +$8.34M +740,562 +48%
BA
50
Bristlecone Advisors
Washington
$24.6M +$1.32M +117,348 +6%
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