SCHX icon

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 %
LDFR
576
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
HCM
577
Horrell Capital Management
Arkansas
$7K – – –
TA
578
TCG Advisors
Texas
$7K +$7K +630 New
CFG
579
Citizens Financial Group
Rhode Island
$7K +$7K +648 New
FHA
580
Flagship Harbor Advisors
Massachusetts
$6K – – –
AWM
581
AllSquare Wealth Management
New York
$6K – – –
ACA
582
Atlas Capital Advisors
Wyoming
$5.07K +$3.76K +1,290 +287%
1NWS
583
1 North Wealth Services
Maryland
$5K – – –
PFO
584
Pathstone Family Office
New Jersey
$5K +$5K +450 New
IP
585
Intellectus Partners
California
$4K +$4K +390 New
WT
586
Whittier Trust
California
$3K +$3K +294 New
JPLA
587
Joseph P. Lucia & Associates
New York
$2.26K +$2.26K +935,430 New
CFGS
588
Concourse Financial Group Securities
Alabama
$2K -$5M -555,312 -100%
MAM
589
Marquette Asset Management
Minnesota
$2K +$2K +150 New
IRC
590
Investors Research Corp
Georgia
$2K +$2K +180 New
GEA
591
Glen Eagle Advisors
New Jersey
$1.76K – – –
KL
592
KWMG LLC
Kansas
$1K – – –
AF
593
Allworth Financial
California
$1K – – –
TFGT
594
TS Financial Group (TSFG)
Illinois
$1K +$1K +102 New
IBOK
595
Independence Bank of Kentucky
Kentucky
$1K +$1K +126 New
Koshinski Asset Management
596
Koshinski Asset Management
Illinois
$869 +$131 +11,610 +18%
ACA
597
Ackerman Capital Advisors
Texas
$617 +$10 +930 +2%
GT
598
Glenmede Trust
Pennsylvania
$177 +$177 +15,774 New
ACM
599
Argent Capital Management
Missouri
– -$34M -3,421,290 Closed
WCM
600
Weatherstone Capital Management
Colorado
– -$30.2M -2,605,560 Closed
22 23
24
25 26