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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 %
EFL
526
ERn Financial LLC
Wisconsin
$203K +$203K +17,328 New
LSC
527
Lesa Sroufe & Co
Washington
$203K +$203K +17,382 New
RFA
528
Reilly Financial Advisors
California
$202K -$7.99K -684 -4%
CRC
529
Curi RMB Capital
Illinois
$200K -$11.9K -1,020 -6%
PFA
530
Pathway Financial Advisors
Vermont
$200K +$200K +17,136 New
RCG
531
Ruggie Capital Group
Florida
$189K +$20K +1,710 +12%
GWM
532
Geneos Wealth Management
Colorado
$175K -$4.21K -360 -2%
FCA
533
FinTrust Capital Advisors
South Carolina
$174K +$5.04K +432 +3%
RWA
534
Redhawk Wealth Advisors
Minnesota
$168K -$123K -10,500 -42%
RCA
535
Rowland Carmichael Advisors
Arizona
$168K +$9.68K +828 +6%
POIA
536
Pin Oak Investment Advisors
Texas
$156K +$85.9K +7,350 +123%
GRP
537
Global Retirement Partners
California
$145K +$42.7K +3,660 +42%
GWA
538
Guidant Wealth Advisors
Illinois
$140K – – –
M
539
MOTCO
Texas
$138K – – –
William Blair & Company
540
William Blair & Company
Illinois
$137K -$39K -3,342 -22%
SWP
541
Strategic Wealth Partners
Ohio
$131K +$559 +48 +0.4%
PC
542
Permanens Capital
New York
$121K +$10.6K +900 +10%
BNP Paribas Financial Markets
543
BNP Paribas Financial Markets
France
$120K +$14K +1,194 +13%
Citigroup
544
Citigroup
New York
$112K +$1.2K +102 +1%
CIAS
545
Capital Investment Advisory Services
North Carolina
$111K – – –
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$22.6K +1,908 +26%
SF
547
Synovus Financial
Georgia
$110K – – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$100K -$1.68K -144 -2%
APA
549
American Portfolios Advisors
New York
$98.4K +$20.4K +1,746 +26%
ESB
550
Essex Savings Bank
Connecticut
$96K +$60.8K +5,190 +173%
20 21
22
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