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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 %
CFIA
51
Cantor Fitzgerald Investment Advisors
New York
$28.9M +$6.72M +568,404 +30%
CMP
52
Courage Miller Partners
Virginia
$28.8M -$191K -16,122 -0.7%
AAMA
53
Advanced Asset Management Advisors
Ohio
$28.5M – – –
BA
54
Bristlecone Advisors
Washington
$26.6M -$275K -23,226 -1%
KBFS
55
Kohmann Bosshard Financial Services
Ohio
$25.4M +$1.11M +93,840 +5%
MGIA
56
Moneta Group Investment Advisors
Missouri
$25.1M +$16.3M +1,378,476 +185%
AFS
57
Access Financial Services
Minnesota
$24.1M -$2.28M -193,062 -9%
AA
58
Ancora Advisors
Ohio
$24M +$850K +71,934 +4%
JIC
59
Johnson Investment Counsel
Ohio
$24M +$1.72M +145,548 +8%
WCWM
60
Wooster Corthell Wealth Management
Connecticut
$23.3M +$158K +13,374 +0.7%
AIA
61
Arcadia Investment Advisors
Idaho
$23M -$110K -9,294 -0.5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$22.6M -$1.1M -92,928 -5%
BC
63
Burleson & Co
California
$22M -$130K -10,884 -0.6%
Ameriprise
64
Ameriprise
Minnesota
$21.9M +$655K +55,410 +3%
BWA
65
BlueSky Wealth Advisors
North Carolina
$21.8M +$838K +72,210 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$21.3M +$15.5M +1,310,484 +269%
AP
67
Appleton Partners
Massachusetts
$21.1M +$2.12M +179,202 +11%
AIP
68
Almanack Investment Partners
Pennsylvania
$21.1M +$3.99M +337,212 +23%
MWA
69
Martel Wealth Advisors
Washington
$21M +$227K +19,242 +1%
FC
70
Financial Consulate
Maryland
$20.6M +$214K +18,060 +1%
AWM
71
Apollon Wealth Management
South Carolina
$20.5M +$946K +79,986 +5%
MI
72
Moneywise Inc
Virginia
$20.1M -$268K -22,692 -1%
BMM
73
Buffington Mohr McNeal
Idaho
$19.9M +$13.2K +1,116 +0.1%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$19.9M +$139K +11,718 +0.7%
VNA
75
Valley National Advisers
Pennsylvania
$19.8M +$966K +81,702 +5%
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