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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 %
WIA
526
World Investment Advisors
California
$238K +$6.6K +558 +3%
ACM
527
AlphaStar Capital Management
North Carolina
$235K -$26K -2,202 -10%
HB
528
Homrich & Berg
Georgia
$235K -$8.66K -732 -4%
S
529
SignatureFD
Georgia
$234K -$25.6K -2,166 -10%
CWM
530
Cornerstone Wealth Management
Missouri
$230K -$11.6K -984 -5%
TYCC
531
Texas Yale Capital Corp
Florida
$230K +$15.1K +1,278 +7%
GG
532
Gofen & Glossberg
Illinois
$230K +$230K +19,416 New
PAS
533
Park Avenue Securities
New York
$230K +$230K +19,434 New
CPIG
534
Chicago Partners Investment Group
Illinois
$224K +$224K +18,750 New
RCA
535
Rowland Carmichael Advisors
Arizona
$220K +$49.8K +4,200 +29%
PAS
536
Partnervest Advisory Services
California
$217K +$425 +36 +0.2%
MWA
537
MFA Wealth Advisors
Pennsylvania
$215K -$152K -12,888 -41%
KA
538
Kovack Advisors
Florida
$213K – – –
PIP
539
Peachtree Investment Partners
Florida
$212K -$83.1K -7,020 -28%
CIC
540
Carnegie Investment Counsel
Ohio
$212K +$212K +17,934 New
SEIA
541
Signature Estate & Investment Advisors
California
$210K -$20.8K -1,752 -9%
MCM
542
Maple Capital Management
Vermont
$209K -$62.8K -5,310 -23%
SIC
543
Shoker Investment Counsel
Ohio
$209K -$7.99K -678 -4%
WPW
544
Waldron Private Wealth
Pennsylvania
$209K – – –
EFL
545
ERn Financial LLC
Wisconsin
$209K +$4.05K +342 +2%
MIP
546
Marietta Investment Partners
Wisconsin
$209K +$209K +17,670 New
HCM
547
HM Capital Management
Missouri
$208K – – –
NHC
548
Nicholas Hoffman & Company
Georgia
$208K +$208K +17,556 New
DACG
549
Donor Advised Charitable Giving
California
$202K +$202K +17,058 New
NP
550
NorthRock Partners
Minnesota
$202K +$202K +17,058 New
20 21
22
23 24