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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
$2.58B
2
Charles Schwab
Charles Schwab
California
$522M
3
QI
QS Investors
New York
$188M
4
UBS Group
UBS Group
Switzerland
$73.1M
5
AWM
Apollon Wealth Management
South Carolina
$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M
2
SEI Investments
SEI Investments
Pennsylvania
$892M
3
Bank of America
Bank of America
North Carolina
$6.82M
4
AssetMark Inc
AssetMark Inc
California
$133M
5
ACM
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
526
Citigroup
New York
$107K +$49.4K +4,362 +86%
CIAS
527
Capital Investment Advisory Services
North Carolina
$106K – – –
PC
528
Permanens Capital
New York
$106K +$106K +9,420 New
SF
529
Synovus Financial
Georgia
$105K – – –
BNP Paribas Financial Markets
530
BNP Paribas Financial Markets
France
$102K +$14.1K +1,248 +16%
GRP
531
Global Retirement Partners
California
$99K +$542 +48 +0.6%
PFBT
532
Parkside Financial Bank & Trust
Missouri
$98K +$1.62K +144 +2%
LFA
533
Legacy Financial Advisors
Kentucky
$91K – – –
LFG
534
LifePlan Financial Group
Ohio
$88K +$2.56K +228 +3%
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$71.6K +6,354 +579%
APA
536
American Portfolios Advisors
New York
$75.1K +$59.3K +5,262 +376%
POIA
537
Pin Oak Investment Advisors
Texas
$68K – – –
SFSG
538
Stearns Financial Services Group
North Carolina
$64K – – –
SIAP
539
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K – – –
MWC
540
MKD Wealth Coaches
Michigan
$53K +$884 +78 +2%
CAC
541
Certified Advisory Corp
Florida
$51K +$51K +4,494 New
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$46K +4,110 New
AIA
543
Alera Investment Advisors
Illinois
$45K +$45K +3,972 New
BFEC
544
Benjamin F. Edwards & Company
Missouri
$44K – – –
TRCT
545
Tower Research Capital (TRC)
New York
$40K +$39K +3,468 +3,853%
HI
546
Hudock Inc
Pennsylvania
$38K – – –
AIC
547
Ameritas Investment Company
Nebraska
$36K +$36K +3,174 New
WAS
548
WESPAC Advisors SoCal
California
$36K +$36K +3,210 New
ST
549
Smithfield Trust
Pennsylvania
$34K – – –
CTC
550
Central Trust Company
Missouri
$34K – – –
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