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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 %
VNA
76
Valley National Advisers
Pennsylvania
$16.4M +$865K +76,776 +6%
BO
77
BRR OpCo
Ohio
$16.3M +$635K +56,358 +4%
MWA
78
Martel Wealth Advisors
Washington
$16.1M -$2.02M -179,670 -11%
K
79
Kemper
Illinois
$16.1M – – –
MI
80
Moneywise Inc
Virginia
$15.9M -$1.22M -115,896 -7%
VAS
81
Valicenti Advisory Services
New York
$15.9M +$105K +9,336 +0.7%
PFM
82
Parsec Financial Management
North Carolina
$15.8M -$644K -57,132 -4%
AP
83
Appleton Partners
Massachusetts
$15.5M +$2.19M +194,322 +16%
CWM
84
CCG Wealth Management
California
$14.8M -$530K -47,010 -3%
DCM
85
DeGreen Capital Management
Arizona
$14.7M +$3.88M +344,178 +36%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$14.4M +$4.39M +389,934 +44%
FLPIM
87
F.L. Putnam Investment Management
Massachusetts
$14.2M -$1.28M -114,018 -8%
SWA
88
Sutton Wealth Advisors
Florida
$13.8M +$196K +17,376 +1%
DBRC
89
D.B. Root & Company
Pennsylvania
$13.8M +$1.31M +115,878 +10%
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M +$1.3M +115,236 +10%
MA
91
MCF Advisors
Kentucky
$13.7M +$427K +37,938 +3%
BAM
92
Belpointe Asset Management
Nevada
$13.6M +$10.3M +1,125,264 +313%
CCM
93
CWH Capital Management
Washington
$13.2M -$127K -11,274 -1%
AIM
94
AMI Investment Management
Indiana
$13.1M +$67.2K +5,964 +0.5%
CCM
95
Coldstream Capital Management
Washington
$13.1M +$3M +266,580 +30%
MF
96
Manchester Financial
California
$12.6M +$1.87M +166,200 +17%
SFPM
97
Sensible Financial Planning & Management
Massachusetts
$12.3M +$388K +34,452 +3%
Wells Fargo
98
Wells Fargo
California
$12.3M -$630K -55,938 -5%
5L
99
55I LLC
Massachusetts
$12.3M +$6.76M +599,910 +122%
SJIM
100
St. Johns Investment Management
Florida
$12M +$718K +63,756 +6%
2 3
4
5 6