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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 %
JFGLC
601
Johnson Financial Group LLC (Colorado)
Colorado
– -$13.2M -1,331,076 Closed
MAG
602
Mokosak Advisory Group
Iowa
– -$11.7M -1,173,108 Closed
Jane Street
603
Jane Street
New York
– -$11.3M -1,131,678 Closed
AAM
604
AMI Asset Management
California
– -$8.79M -883,182 Closed
KM
605
Kalos Management
Georgia
– -$5.99M -493,812 Closed
EF
606
Empirical Finance
Pennsylvania
– -$3.94M -396,108 Closed
JWM
607
JFG Wealth Management
Colorado
– -$3.85M -387,234 Closed
JG
608
Jefferies Group
New York
– -$2.09M -209,850 Closed
CA
609
Clearstead Advisors
Ohio
– -$1.65M -165,564 Closed
TF
610
Trek Financial
Arizona
– -$1.61M -161,826 Closed
KFA
611
Kays Financial Advisory
Georgia
– -$1.55M -155,364 Closed
BP
612
BBR Partners
New York
– -$977K -98,154 Closed
Deutsche Bank
613
Deutsche Bank
Germany
– -$787K -79,152 Closed
CI
614
CX Institutional
Indiana
– -$666K -66,924 Closed
Cerity Partners
615
Cerity Partners
New York
– -$572K -57,534 Closed
Edgewood Management
616
Edgewood Management
Connecticut
– -$510K -51,270 Closed
GC
617
Gilbert & Cook
Iowa
– -$452K -45,396 Closed
SL
618
Summitry LLC
California
– -$425K -42,714 Closed
MWM
619
MorganRosel Wealth Management
Colorado
– -$369K -37,122 Closed
MWM
620
Marietta Wealth Management
Georgia
– -$314K -31,542 Closed
LS
621
Lattice Strategies
Pennsylvania
– -$311K -31,260 Closed
CIA
622
Capital Investment Advisors
Georgia
– -$265K -26,682 Closed
PP
623
PDS Planning
Ohio
– -$265K -26,616 Closed
CAI
624
Capital Advisors Inc
Oklahoma
– -$257K -25,782 Closed
CWM
625
Cornerstone Wealth Management
Missouri
– -$254K -25,494 Closed
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