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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 %
PFG
26
Piershale Financial Group
Illinois
$42.5M +$9.08M +776,226 +27%
BTS
27
BB&T Securities
Virginia
$40.3M +$6.9M +590,136 +21%
CHA
28
Cooper/Haims Advisors
New York
$39.7M +$3.8M +325,008 +11%
ML
29
McAdam LLC
Pennsylvania
$39.7M +$2.59M +221,052 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$39.4M +$7.68M +655,680 +24%
LPL Financial
31
LPL Financial
California
$37.9M +$6.56M +561,084 +21%
JFG
32
JMG Financial Group
Illinois
$36M +$7.42M +633,888 +26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$35.8M -$2.76M -235,962 -7%
PEA
34
Pacific Edge Advisors
California
$35.7M -$947K -80,970 -3%
BC
35
Brinker Capital
Pennsylvania
$34.6M -$873K -74,598 -2%
PRS
36
Pinkerton Retirement Specialists
Idaho
$33.4M +$1.27M +108,528 +4%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$33.2M +$1.2M +102,546 +4%
SFA
38
Sequoia Financial Advisors
Ohio
$31.8M +$5.05M +431,928 +19%
MTC
39
Matrix Trust Company
Colorado
$30.8M +$30.8M +2,632,890 New
BSB
40
Bangor Savings Bank
Maine
$29.9M +$1.04M +88,860 +4%
AWMG
41
Alliance Wealth Management Group
New Jersey
$29.8M +$988K +84,474 +3%
TCM
42
Towercrest Capital Management
Pennsylvania
$29.8M +$988K +84,474 +3%
PA
43
Planning Alternatives
Michigan
$29M -$541K -46,236 -2%
CMP
44
Courage Miller Partners
Virginia
$28.7M +$354K +30,258 +1%
AAMA
45
Advanced Asset Management Advisors
Ohio
$28.2M – – –
ACG
46
Allen Capital Group
Nebraska
$28M -$738K -63,114 -3%
SHJ
47
Sharkey, Howes & Javer
Colorado
$27.2M -$6.61M -564,792 -20%
BA
48
Bristlecone Advisors
Washington
$26.6M +$1.08M +92,190 +4%
AFS
49
Access Financial Services
Minnesota
$26.1M -$2.87M -245,598 -10%
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$24M +$2.89M +247,368 +14%
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