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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 %
MIH
551
Madison Investment Holdings
Wisconsin
$201K -$332K -28,026 -62%
BNP Paribas Financial Markets
552
BNP Paribas Financial Markets
France
$199K +$77.9K +6,588 +64%
CDIA
553
Capital Directions Investment Advisors
Georgia
$187K -$18.2K -1,542 -9%
GWM
554
Geneos Wealth Management
Colorado
$176K – – –
FCA
555
FinTrust Capital Advisors
South Carolina
$175K -$1.28K -108 -0.7%
GRP
556
Global Retirement Partners
California
$161K +$14.1K +1,194 +10%
POIA
557
Pin Oak Investment Advisors
Texas
$158K – – –
LFG
558
LifePlan Financial Group
Ohio
$154K +$60.4K +5,106 +64%
GWA
559
Guidant Wealth Advisors
Illinois
$142K – – –
M
560
MOTCO
Texas
$140K – – –
William Blair & Company
561
William Blair & Company
Illinois
$139K – – –
PK
562
Pflug Koory
Nebraska
$136K +$136K +11,520 New
PC
563
Permanens Capital
New York
$122K – – –
RFA
564
Reilly Financial Advisors
California
$116K -$87.9K -7,452 -43%
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$3.27K +276 +3%
Citigroup
566
Citigroup
New York
$113K +$142 +12 +0.1%
SF
567
Synovus Financial
Georgia
$110K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$101K – – –
VCM
569
Vigilant Capital Management
Maine
$95K – – –
TF
570
TimeScale Financial
Massachusetts
$89K – – –
GWS
571
Glassman Wealth Services
Virginia
$85K -$10.6K -900 -11%
RFWA
572
RPg Family Wealth Advisory
Massachusetts
$79.2K – – –
SFSG
573
Stearns Financial Services Group
North Carolina
$68K -$1.28K -108 -2%
SPIA
574
Steward Partners Investment Advisory
New York
$68K – – –
APA
575
American Portfolios Advisors
New York
$59.9K -$39.5K -3,342 -40%
21 22
23
24 25