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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
Charles Schwab Investment Advisory
California
+$136M
2
Charles Schwab
Charles Schwab
California
+$51.5M
3
QI
QS Investors
New York
+$36M
4
UBS Group
UBS Group
Switzerland
+$19.2M
5
AWM
Apollon Wealth Management
South Carolina
+$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$768M
2
SEI Investments
SEI Investments
Pennsylvania
-$109M
3
Bank of America
Bank of America
North Carolina
-$57.2M
4
AssetMark Inc
AssetMark Inc
California
-$35.3M
5
ACM
Argent Capital Management
Missouri
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
501
Fagan Associates
New York
$219K +$219K +19,428 New
ACM
502
AlphaStar Capital Management
North Carolina
$218K -$84.9K -36,390 -28%
PIM
503
Penobscot Investment Management
Massachusetts
$213K -$30.9K -2,742 -13%
LFG
504
Larson Financial Group
Missouri
$213K +$16.4K +1,452 +8%
MPIA
505
Mountain Pacific Investment Advisers
Idaho
$213K +$213K +18,900 New
TCM
506
Tradewinds Capital Management
Washington
$212K -$13.2M -1,172,316 -98%
WA
507
Winfield Associates
Ohio
$212K +$212K +18,846 New
WPW
508
Waldron Private Wealth
Pennsylvania
$209K -$18.8K -1,674 -8%
PAS
509
Partnervest Advisory Services
California
$207K +$207K +18,348 New
CRC
510
Curi RMB Capital
Illinois
$204K +$204K +18,120 New
Thrivent Financial for Lutherans
511
Thrivent Financial for Lutherans
Minnesota
$203K -$3.05K -270 -1%
RFA
512
Reilly Financial Advisors
California
$203K +$7.19K +636 +4%
CA
513
Cambridge Advisors
Nebraska
$203K +$203K +18,012 New
CDIA
514
Capital Directions Investment Advisors
Georgia
$201K +$135 +12 +0.1%
BA
515
Belvedere Advisors
California
$194K +$194K +17,304 New
GWM
516
Geneos Wealth Management
Colorado
$172K +$13K +1,158 +8%
William Blair & Company
517
William Blair & Company
Illinois
$170K -$207K -18,402 -55%
RCG
518
Ruggie Capital Group
Florida
$163K -$171K -15,168 -51%
FCA
519
FinTrust Capital Advisors
South Carolina
$163K -$101K -8,976 -38%
RCA
520
Rowland Carmichael Advisors
Arizona
$153K -$102K -9,024 -40%
GWA
521
Guidant Wealth Advisors
Illinois
$135K +$135K +12,000 New
M
522
MOTCO
Texas
$133K – – –
SWP
523
Strategic Wealth Partners
Ohio
$128K – – –
VCM
524
Vigilant Capital Management
Maine
$113K -$129K -11,394 -53%
HWA
525
Heritage Wealth Advisors
Virginia
$112K -$541 -48 -0.5%
19 20
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