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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 %
CCA
76
Cobblestone Capital Advisors
New York
$17.5M -$1.79M -153,300 -9%
PAG
77
Pinnacle Advisory Group
Maryland
$17.4M -$488K -41,694 -3%
IWMA
78
Ironwood Wealth Management (Arizona)
Arizona
$17.4M +$6.95M +594,282 +66%
AIP
79
Almanack Investment Partners
Pennsylvania
$17M -$819K -69,738 -5%
CWM
80
Cabot Wealth Management
Massachusetts
$16.8M -$480K -41,028 -3%
BO
81
BRR OpCo
Ohio
$16.7M -$204K -17,418 -1%
K
82
Kemper
Illinois
$16.7M – – –
VAS
83
Valicenti Advisory Services
New York
$16.3M -$201K -17,184 -1%
PFM
84
Parsec Financial Management
North Carolina
$16M -$434K -37,116 -3%
CWM
85
CCG Wealth Management
California
$15.1M -$210K -17,988 -1%
MA
86
MCF Advisors
Kentucky
$15.1M +$916K +78,282 +6%
DCM
87
DeGreen Capital Management
Arizona
$15.1M -$192K -16,440 -1%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$677K +57,912 +5%
CCM
89
Coldstream Capital Management
Washington
$14.8M +$1.24M +105,936 +9%
SWA
90
Sutton Wealth Advisors
Florida
$14.8M +$393K +33,552 +3%
DBRC
91
D.B. Root & Company
Pennsylvania
$14.2M -$169K -14,412 -1%
TCM
92
Tradewinds Capital Management
Washington
$14.1M +$13.9M +1,186,746 +6,297%
AIM
93
AMI Investment Management
Indiana
$13.4M -$221K -18,906 -2%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$13M -$1.97M -168,132 -13%
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$12.7M -$115K -9,804 -0.9%
CCM
96
CWH Capital Management
Washington
$12.7M -$1.08M -92,580 -8%
CM
97
Columbus Macro
Pennsylvania
$12.5M +$4.44M +378,738 +55%
SJIM
98
St. Johns Investment Management
Florida
$12.4M -$23.5K -2,010 -0.2%
CCA
99
Clearwater Capital Advisors
Illinois
$12.1M +$2.78M +237,720 +30%
UBS AM
100
UBS AM
Illinois
$12M -$5.35M -456,978 -31%
2 3
4
5 6