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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 %
RPG
476
Resource Planning Group
Georgia
$311K +$49.3K +4,218 +19%
NGA
477
Naples Global Advisors
Florida
$308K +$308K +26,322 New
SCA
478
Stillwater Capital Advisors
Pennsylvania
$307K – – –
RCM
479
Requisite Capital Management
Texas
$307K +$307K +26,100 New
OPA
480
Old Port Advisors
Maine
$306K +$13.7K +1,152 +5%
CA
481
Continuum Advisory
Idaho
$301K +$301K +25,566 New
IDA
482
Intelligence Driven Advisers
California
$300K – – –
BA
483
Boston Advisors
Massachusetts
$295K +$17.1K +1,464 +6%
PIP
484
Peachtree Investment Partners
Florida
$292K -$42.6K -3,636 -13%
FWM
485
Foresight Wealth Management
Utah
$284K -$3.02K -258 -1%
FTIOP
486
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K -$9.4M -803,010 -97%
FIA
487
FNY Investment Advisers
New York
$280K +$280K +24,000 New
PCM
488
Palouse Capital Management
Washington
$277K – – –
PO
489
Private Ocean
California
$275K – – –
SFWA
490
Summit Financial Wealth Advisors
Louisiana
$272K – – –
CIM
491
Contravisory Investment Management
Massachusetts
$269K -$21.3K -1,818 -7%
RWA
492
River Wealth Advisors
Pennsylvania
$269K +$29.1K +2,490 +12%
MCM
493
Maple Capital Management
Vermont
$269K +$29.5K +2,520 +12%
IA
494
Independence Advisors
Pennsylvania
$266K – – –
H
495
HoyleCohen
California
$264K -$14.7K -1,254 -5%
PAM
496
Pegasus Asset Management
New York
$261K +$261K +22,320 New
WCWM
497
Willow Creek Wealth Management
California
$260K -$140 -12 -0.1%
PCMF
498
Private Capital Management (Florida)
Florida
$259K -$25.1K -2,142 -9%
ACM
499
AlphaStar Capital Management
North Carolina
$258K -$833K -71,322 -76%
AIA
500
Armor Investment Advisors
North Carolina
$258K +$18.6K +1,590 +8%
18 19
20
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