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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
1
SEI Investments
Pennsylvania
$1.22B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.85B
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$133M
4
FMT
4
First Mercantile Trust
Tennessee
$123M
5
Charles Schwab
5
Charles Schwab
California
$598M

Top Sellers

1
AA
1
Apriem Advisors
California
$3.51M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.58M
3
AG
3
Advisor Group
Arizona
$5.45M
4
BAM
4
Belpointe Asset Management
Nevada
$4.68M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
51
Red Cedar Investment Management
Michigan
$23.5M – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$23.5M +$21.4M +1,825,326 +1,005%
AA
53
Ancora Advisors
Ohio
$22.9M -$2.23M -190,326 -9%
WCWM
54
Wooster Corthell Wealth Management
Connecticut
$22.9M -$75K -6,408 -0.3%
AIA
55
Arcadia Investment Advisors
Idaho
$22.9M +$338K +28,926 +2%
Morgan Stanley
56
Morgan Stanley
New York
$22.1M -$3.34M -285,168 -13%
JIC
57
Johnson Investment Counsel
Ohio
$22M +$241K +20,598 +1%
CFIA
58
Cantor Fitzgerald Investment Advisors
New York
$21.9M -$195K -16,662 -0.9%
BC
59
Burleson & Co
California
$21.8M +$67.1K +5,706 +0.3%
TIM
60
Total Investment Management
Arizona
$21.2M +$816K +71,064 +4%
BWA
61
BlueSky Wealth Advisors
North Carolina
$21.1M +$222K +18,984 +1%
Ameriprise
62
Ameriprise
Minnesota
$21.1M +$2.48M +211,578 +13%
MWA
63
Martel Wealth Advisors
Washington
$20.6M +$3.84M +328,452 +23%
Wells Fargo
64
Wells Fargo
California
$20.3M +$7.53M +643,728 +59%
MI
65
Moneywise Inc
Virginia
$20.2M +$2.53M +215,898 +14%
FC
66
Financial Consulate
Maryland
$20.2M +$14.1M +1,202,724 +231%
BMM
67
Buffington Mohr McNeal
Idaho
$19.7M -$217K -18,546 -1%
RRC
68
Relaxing Retirement Coach
Massachusetts
$19.5M -$878K -75,108 -4%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$19.5M +$33.6K +2,874 +0.2%
AWM
70
Apollon Wealth Management
South Carolina
$19.3M +$1.31M +111,984 +7%
AP
71
Appleton Partners
Massachusetts
$18.8M +$2.72M +232,302 +17%
VNA
72
Valley National Advisers
Pennsylvania
$18.6M +$1.54M +131,478 +9%
JIP
73
Jaffetilchin Investment Partners
Florida
$18.4M +$17.8M +1,523,520 +2,869%
LIM
74
Leavell Investment Management
Alabama
$17.7M +$166K +14,166 +0.9%
FFN
75
Focus Financial Network
Minnesota
$17.6M +$398K +33,846 +2%
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