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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 %
NGA
476
Naples Global Advisors
Florida
$375K +$63.8K +5,394 +20%
GG
477
GenWealth Group
New Jersey
$372K +$372K +31,470 New
CG
478
Caprock Group
Idaho
$371K -$16K -1,350 -4%
MIC
479
Means Investment Company
Maine
$367K – – –
OCM
480
One Capital Management
California
$367K – – –
OCM
481
Orser Capital Management
Texas
$367K +$367K +30,948 New
MWM
482
Marietta Wealth Management
Georgia
$367K +$367K +31,050 New
Jones Financial Companies
483
Jones Financial Companies
Missouri
$365K – – –
DY
484
Dowling & Yahnke
California
$364K +$126K +10,680 +53%
HCIA
485
Hochman Cole Investment Advisors
Illinois
$352K +$35.4K +2,988 +11%
LNC
486
Lincoln National Corp
Pennsylvania
$346K +$1.85K +156 +0.5%
FWM
487
Foresight Wealth Management
Utah
$343K +$55.8K +4,716 +19%
MIM
488
Moseley Investment Management
Florida
$337K +$142 +12 +0%
RPA
489
Rock Point Advisors
Vermont
$334K -$5.31K -450 -2%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$333K +$333K +28,152 New
B
491
Brightworth
Georgia
$332K +$332K +28,080 New
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$330K -$211K -17,850 -39%
PCM
493
Parsons Capital Management
Rhode Island
$330K -$57.4K -4,860 -15%
SPC
494
Stewart & Patten Company
California
$330K +$10.5K +888 +3%
BA
495
Boston Advisors
Massachusetts
$328K +$29.5K +2,496 +10%
RPG
496
Resource Planning Group
Georgia
$325K +$10.6K +900 +3%
BWP
497
BSW Wealth Partners
Colorado
$323K -$5.26K -444 -2%
FA
498
Fagan Associates
New York
$320K +$93.7K +7,914 +41%
SBSB
499
Sullivan, Bruyette, Speros & Blaney
Virginia
$319K +$71 +6 +0%
Principal Financial Group
500
Principal Financial Group
Iowa
$316K -$45.5K -3,840 -13%
18 19
20
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