SCHX icon

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
1
Charles Schwab Investment Advisory
California
$2.58B
2
Charles Schwab
2
Charles Schwab
California
$522M
3
QI
3
QS Investors
New York
$188M
4
UBS Group
4
UBS Group
Switzerland
$73.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$17.3M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M
2
SEI Investments
2
SEI Investments
Pennsylvania
$892M
3
Bank of America
3
Bank of America
North Carolina
$6.82M
4
AssetMark Inc
4
AssetMark Inc
California
$133M
5
ACM
5
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$24.5M +$7.42M +658,320 +43%
AA
52
Ancora Advisors
Ohio
$24.2M +$1.3M +115,296 +6%
RCIM
53
Red Cedar Investment Management
Michigan
$23.2M +$9.59K +828 +0%
WCWM
54
Wooster Corthell Wealth Management
Connecticut
$22.1M +$884K +78,468 +4%
AG
55
Advisor Group
Arizona
$21.9M -$2.37M -210,696 -10%
AIA
56
Arcadia Investment Advisors
Idaho
$21.7M +$604K +53,592 +3%
BC
57
Burleson & Co
California
$21.7M +$31.4K +2,682 +0.1%
CFIA
58
Cantor Fitzgerald Investment Advisors
New York
$21.3M +$2.54M +225,714 +14%
JIC
59
Johnson Investment Counsel
Ohio
$21M +$1.15M +101,874 +6%
BWA
60
BlueSky Wealth Advisors
North Carolina
$20.4M +$239K +20,886 +1%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$20.3M +$1.91M +169,194 +10%
TIM
62
Total Investment Management
Arizona
$19.9M -$143K -12,804 -0.7%
RRC
63
Relaxing Retirement Coach
Massachusetts
$19.7M -$185K -16,392 -0.9%
BMM
64
Buffington Mohr McNeal
Idaho
$19.2M +$692K +61,422 +4%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$18.8M +$310K +27,516 +2%
CCA
66
Cobblestone Capital Advisors
New York
$18.6M -$7.76M -688,572 -29%
LYV
67
Live Your Vision
Pennsylvania
$18.1M +$16.3M +1,392,732 +884%
Ameriprise
68
Ameriprise
Minnesota
$17.9M +$2.42M +214,668 +16%
AWM
69
Apollon Wealth Management
South Carolina
$17.3M +$17.3M +1,539,168 New
PAG
70
Pinnacle Advisory Group
Maryland
$17.3M -$170K -15,054 -1%
AIP
71
Almanack Investment Partners
Pennsylvania
$17.1M -$7.67M -680,556 -31%
LIM
72
Leavell Investment Management
Alabama
$16.8M -$36.6K -3,252 -0.2%
UBS AM
73
UBS AM
Illinois
$16.8M -$2.4M -212,640 -13%
CWM
74
Cabot Wealth Management
Massachusetts
$16.6M +$521K +46,254 +3%
FFN
75
Focus Financial Network
Minnesota
$16.5M +$16.5M +1,465,650 New
1 2
3
4 5