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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 %
SIM
626
Sonora Investment Management
Arizona
$1K – – –
AF
627
Allworth Financial
California
$1K – – –
IBOK
628
Independence Bank of Kentucky
Kentucky
$1K – – –
GSWM
629
Golden State Wealth Management
California
$1K +$1K +48 New
KFS
630
Kelly Financial Services
Massachusetts
$428 +$428 +36 New
SWP
631
Strategic Wealth Partners
Ohio
$130 -$1 -48 -0.4%
GT
632
Glenmede Trust
Pennsylvania
$92 +$14 +1,200 +18%
FTS
633
Fifth Third Securities
Ohio
– -$659K -56,094 Closed
FF
634
Friedenthal Financial
New Jersey
– -$344K -29,430 Closed
CP
635
Camelot Portfolios
Ohio
– -$318K -27,180 Closed
RCM
636
Requisite Capital Management
Texas
– -$307K -26,100 Closed
FIA
637
FNY Investment Advisers
New York
– -$280K -24,000 Closed
SFWA
638
Summit Financial Wealth Advisors
Louisiana
– -$272K -23,274 Closed
PCMF
639
Private Capital Management (Florida)
Florida
– -$259K -22,098 Closed
WA
640
Winfield Associates
Ohio
– -$220K -18,846 Closed
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
– -$217K -18,522 Closed
VCM
642
Vision Capital Management
Oregon
– -$213K -18,234 Closed
PFA
643
Pathway Financial Advisors
Vermont
– -$200K -17,136 Closed
RCG
644
Ruggie Capital Group
Florida
– -$189K -16,152 Closed
RWA
645
Redhawk Wealth Advisors
Minnesota
– -$168K -14,400 Closed
ESB
646
Essex Savings Bank
Connecticut
– -$96K -8,190 Closed
DWM
647
Doyle Wealth Management
Florida
– -$85K -7,266 Closed
MWC
648
MKD Wealth Coaches
Michigan
– -$55K -4,728 Closed
BCA
649
Berman Capital Advisors
Georgia
– -$27K -2,346 Closed
WC
650
Westwind Capital
New Mexico
– -$15K -1,290 Closed
23 24 25
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