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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
$522M
2
CSIA
Charles Schwab Investment Advisory
California
$2.99B
3
AA
Apriem Advisors
California
$99.5M
4
SEI Investments
SEI Investments
Pennsylvania
$1.3B
5
Charles Schwab
Charles Schwab
California
$665M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
$101M
2
ACG
Allen Capital Group
Nebraska
$13.8M
3
QI
QS Investors
New York
$185M
4
PFC
Phocas Financial Corp
California
$7.57M
5
TCM
Tradewinds Capital Management
Washington
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
501
Pegasus Asset Management
New York
$313K +$48.7K +4,116 +18%
MA
502
Montag & Associates
Georgia
$310K -$60.3K -5,094 -16%
SCA
503
Stillwater Capital Advisors
Pennsylvania
$310K – – –
CA
504
Continuum Advisory
Idaho
$309K +$11K +942 +4%
IDA
505
Intelligence Driven Advisers
California
$303K – – –
OPA
506
Old Port Advisors
Maine
$300K -$1.34K -114 -0.4%
H
507
HoyleCohen
California
$300K +$33.9K +2,868 +13%
BDF
508
Balasa Dinverno & Foltz
$299K +$299K +25,302 New
PIM
509
Penobscot Investment Management
Massachusetts
$291K +$32.3K +2,730 +12%
SFS
510
Sowell Financial Services
Arkansas
$288K +$288K +24,372 New
FTIOP
511
Fiduciary Trust International of Pennsylvania
Pennsylvania
$284K – – –
RWA
512
River Wealth Advisors
Pennsylvania
$283K +$10.7K +906 +4%
PCM
513
Palouse Capital Management
Washington
$273K -$7.03K -594 -3%
SAA
514
Southeast Asset Advisors
Georgia
$270K +$12.7K +1,074 +5%
IA
515
Independence Advisors
Pennsylvania
$268K – – –
QCM
516
Quadrant Capital Management
New Jersey
$268K +$14.2K +1,200 +6%
FM
517
Foster & Motley
Ohio
$267K +$267K +22,566 New
WCWM
518
Willow Creek Wealth Management
California
$264K +$993 +84 +0.4%
LSC
519
Lesa Sroufe & Co
Washington
$264K +$58.5K +4,950 +28%
AIA
520
Armor Investment Advisors
North Carolina
$260K – – –
CA
521
Clearstead Advisors
Ohio
$252K – – –
GA
522
Gateway Advisory
New Jersey
$251K +$251K +21,234 New
WS
523
Wedbush Securities
California
$250K -$4.18K -354 -2%
JLBC
524
J.L. Bainbridge & Co
Florida
$248K – – –
LFG
525
Larson Financial Group
Missouri
$248K +$2.2K +186 +0.9%
19 20
21
22 23