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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
+$388M
2
CSIA
Charles Schwab Investment Advisory
California
+$109M
3
AA
Apriem Advisors
California
+$96M
4
SEI Investments
SEI Investments
Pennsylvania
+$67M
5
Charles Schwab
Charles Schwab
California
+$60.5M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
-$24M
2
ACG
Allen Capital Group
Nebraska
-$14M
3
QI
QS Investors
New York
-$9.31M
4
PFC
Phocas Financial Corp
California
-$7.46M
5
TCM
Tradewinds Capital Management
Washington
-$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
576
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
CIAS
577
Capital Investment Advisory Services
North Carolina
$55K -$54.9K -4,686 -50%
CAC
578
Certified Advisory Corp
Florida
$54K +$500 +42 +0.9%
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$49K – – –
CTC
580
Central Trust Company
Missouri
$48K – – –
Fifth Third Bancorp
581
Fifth Third Bancorp
Ohio
$42K +$12.4K +1,056 +42%
QCMC
582
Quantum Capital Management (California)
California
$41K +$41K +3,486 New
HI
583
Hudock Inc
Pennsylvania
$40K – – –
Rockefeller Capital Management
584
Rockefeller Capital Management
New York
$40K – – –
ST
585
Smithfield Trust
Pennsylvania
$36K – – –
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
BWA
587
BDO Wealth Advisors
Florida
$35K – – –
TAIM
588
TD Ameritrade Investment Management
Nebraska
$35K +$35K +2,964 New
HPC
589
HM Payson & Co
Maine
$35K +$35K +3,000 New
EPM
590
Elm Partners Management
Pennsylvania
$34K – – –
WC
591
Weil Company
California
$34K +$34K +2,916 New
BFEC
592
Benjamin F. Edwards & Company
Missouri
$33K -$14K -1,170 -30%
JPMorgan Chase & Co
593
JPMorgan Chase & Co
New York
$33K – – –
BWM
594
Baystate Wealth Management
Massachusetts
$33K – – –
IRC
595
Investors Research Corp
Georgia
$33K +$30.9K +2,622 +1,457%
LB
596
Legacy Bridge
Iowa
$30K +$2.5K +210 +9%
BL
597
Balentine LLC
Georgia
$28K +$12.7K +1,068 +83%
BWP
598
Baldwin Wealth Partners
Massachusetts
$25K – – –
PGAM
599
Princeton Global Asset Management
New Jersey
$25K +$72 +6 +0.3%
HR
600
Howe & Rusling
New York
$25K +$11.1K +954 +80%
22 23
24
25 26