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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 %
PMFA
601
Plante Moran Financial Advisors
Michigan
$24K -$6.44K -552 -21%
SWM
602
Selective Wealth Management
Virginia
$23K +$23K +1,956 New
MAU
603
MRA Associates USA
Arizona
$22.9K +$22.9K +1,938 New
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$19K +$19K +1,602 New
MIM
605
Macroview Investment Management
Maryland
$16K +$3.88K +336 +32%
EWM
606
Edge Wealth Management
New York
$14K -$7K -600 -33%
JHCP
607
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CFG
608
Citizens Financial Group
Rhode Island
$11K +$3.03K +246 +38%
CBT
609
Capital Bank & Trust
California
$11K +$11K +900 New
CFGS
610
Concourse Financial Group Securities
Alabama
$10K – – –
KC
611
Knuff & Co
California
$9K – – –
FA
612
Financial Advantage
Maryland
$8K +$8K +732 New
ACA
613
Atlas Capital Advisors
Wyoming
$7.66K +$2.34K +198 +44%
FHA
614
Flagship Harbor Advisors
Massachusetts
$7K – – –
HCM
615
Horrell Capital Management
Arkansas
$7K – – –
LDFR
616
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
SCA
617
Stonebridge Capital Advisors
Minnesota
$5K -$76.9K -6,000 -94%
PFO
618
Pathstone Family Office
New Jersey
$5K – – –
1NWS
619
1 North Wealth Services
Maryland
$5K +$5K +420 New
WT
620
Whittier Trust
California
$5K +$5K +426 New
TFO
621
Tarbox Family Office
California
$3K – – –
MAM
622
Marquette Asset Management
Minnesota
$2K – – –
MAM
623
Meeder Asset Management
Ohio
$2K +$2K +138 New
GEA
624
Glen Eagle Advisors
New Jersey
$1.84K – – –
TFGT
625
TS Financial Group (TSFG)
Illinois
$1K – – –
23 24
25
26 27