SCHX icon

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
SEI Investments
Pennsylvania
$1.22B
2
CSIA
Charles Schwab Investment Advisory
California
$2.85B
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$133M
4
FMT
First Mercantile Trust
Tennessee
$123M
5
Charles Schwab
Charles Schwab
California
$598M

Top Sellers

1
AA
Apriem Advisors
California
$3.51M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.58M
3
AG
Advisor Group
Arizona
$5.45M
4
BAM
Belpointe Asset Management
Nevada
$4.68M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
601
Investors Research Corp
Georgia
$2K – – –
GEA
602
Glen Eagle Advisors
New Jersey
$1.83K – – –
IAA
603
Independent Advisor Alliance
North Carolina
$1K -$56 -3,936 -5%
SIM
604
Sonora Investment Management
Arizona
$1K -$15.2K -1,824 -94%
IBOK
605
Independence Bank of Kentucky
Kentucky
$1K – – –
AF
606
Allworth Financial
California
$1K – – –
TFGT
607
TS Financial Group (TSFG)
Illinois
$1K – – –
CB
608
CNB Bank
Pennsylvania
$1K +$1K +108 New
ACA
609
Ackerman Capital Advisors
Texas
$654 +$13 +1,146 +2%
GT
610
Glenmede Trust
Pennsylvania
$77 -$107 -9,174 -58%
WIM
611
Westside Investment Management
California
$8 +$8 +708 New
SS
612
Simplicity Solutions
Minnesota
– -$1.95M -172,674 Closed
Citadel Advisors
613
Citadel Advisors
Florida
– -$1.38M -122,172 Closed
STA
614
Summit Trail Advisors
New York
– -$1.05M -93,432 Closed
TF
615
TIAA FSB
Florida
– -$1.02M -90,216 Closed
VF
616
Virtu Financial
New York
– -$961K -85,314 Closed
SGCA
617
Steel Grove Capital Advisors
Tennessee
– -$587K -52,104 Closed
CHP
618
Cable Hill Partners
Oregon
– -$483K -42,882 Closed
WP
619
WMS Partners
Maryland
– -$449K -39,888 Closed
Fisher Asset Management
620
Fisher Asset Management
Washington
– -$413K -36,672 Closed
Chevy Chase Trust
621
Chevy Chase Trust
Maryland
– -$379K -32,376 Closed
ECM
622
Ensemble Capital Management
California
– -$308K -27,318 Closed
Comerica Bank
623
Comerica Bank
Texas
– -$293K -25,494 Closed
LA
624
LVW Advisors
New York
– -$239K -21,222 Closed
MIH
625
Meitav Investment House
Israel
– -$228K -20,400 Closed
22 23 24
25
26