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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 %
GWS
551
Glassman Wealth Services
Virginia
$95K +$95K +8,130 New
VCM
552
Vigilant Capital Management
Maine
$94K -$22.6K -1,938 -19%
LFG
553
LifePlan Financial Group
Ohio
$93K +$775 +66 +0.8%
TF
554
TimeScale Financial
Massachusetts
$88K +$88K +7,512 New
DWM
555
Doyle Wealth Management
Florida
$85K +$85K +7,266 New
RFWA
556
RPg Family Wealth Advisory
Massachusetts
$78.3K +$78.3K +6,696 New
SCA
557
Stonebridge Capital Advisors
Minnesota
$75K +$75K +6,390 New
SFSG
558
Stearns Financial Services Group
North Carolina
$68K +$1.26K +108 +2%
SPIA
559
Steward Partners Investment Advisory
New York
$67K +$67K +5,760 New
SIAP
560
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
MWC
561
MKD Wealth Coaches
Michigan
$55K +$628 +54 +1%
CAC
562
Certified Advisory Corp
Florida
$53K – – –
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
CTC
564
Central Trust Company
Missouri
$48K +$12.1K +1,020 +34%
BFEC
565
Benjamin F. Edwards & Company
Missouri
$46K – – –
HI
566
Hudock Inc
Pennsylvania
$40K – – –
Rockefeller Capital Management
567
Rockefeller Capital Management
New York
$39K +$39K +3,342 New
ST
568
Smithfield Trust
Pennsylvania
$36K – – –
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K – – –
BWA
570
BDO Wealth Advisors
Florida
$35K – – –
EPM
571
Elm Partners Management
Pennsylvania
$34K – – –
BWM
572
Baystate Wealth Management
Massachusetts
$33K – – –
JPMorgan Chase & Co
573
JPMorgan Chase & Co
New York
$32K +$11.1K +954 +53%
PMFA
574
Plante Moran Financial Advisors
Michigan
$31K -$570 -48 -2%
Fifth Third Bancorp
575
Fifth Third Bancorp
Ohio
$29K +$29K +2,508 New
21 22
23
24 25