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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 %
S
501
SignatureFD
Georgia
$257K -$573K -48,924 -69%
PIM
502
Penobscot Investment Management
Massachusetts
$256K +$34.7K +2,970 +16%
SAA
503
Southeast Asset Advisors
Georgia
$255K +$913 +78 +0.4%
WS
504
Wedbush Securities
California
$252K +$252K +21,528 New
QCM
505
Quadrant Capital Management
New Jersey
$251K +$701 +60 +0.3%
CA
506
Clearstead Advisors
Ohio
$249K +$249K +21,288 New
JLBC
507
J.L. Bainbridge & Co
Florida
$246K – – –
LFG
508
Larson Financial Group
Missouri
$243K +$21.8K +1,860 +10%
HB
509
Homrich & Berg
Georgia
$241K -$91.4K -7,806 -27%
CWM
510
Cornerstone Wealth Management
Missouri
$240K +$240K +20,472 New
DY
511
Dowling & Yahnke
California
$236K +$236K +20,148 New
WIA
512
World Investment Advisors
California
$228K -$1.68K -144 -0.7%
SEIA
513
Signature Estate & Investment Advisors
California
$227K -$36.1K -3,096 -14%
TWA
514
TCI Wealth Advisors
Arizona
$227K -$34K -2,910 -13%
FA
515
Fagan Associates
New York
$224K -$3.51K -300 -2%
WA
516
Winfield Associates
Ohio
$220K – – –
TNBTD
517
Trustmark National Bank Trust Department
Mississippi
$217K -$131K -11,220 -38%
SIC
518
Shoker Investment Counsel
Ohio
$215K -$59.3K -5,082 -22%
PAS
519
Partnervest Advisory Services
California
$215K – – –
TYCC
520
Texas Yale Capital Corp
Florida
$213K -$213K -18,192 -50%
VCM
521
Vision Capital Management
Oregon
$213K +$213K +18,234 New
KA
522
Kovack Advisors
Florida
$210K -$22.8K -1,950 -10%
WPW
523
Waldron Private Wealth
Pennsylvania
$208K -$10.4K -888 -5%
HCM
524
HM Capital Management
Missouri
$206K +$206K +17,616 New
CDIA
525
Capital Directions Investment Advisors
Georgia
$203K -$5.61K -480 -3%
19 20
21
22 23