SCHX icon

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 %
PFM
76
Parsec Financial Management
North Carolina
$19.6M +$3.4M +287,688 +21%
DCM
77
DeGreen Capital Management
Arizona
$19.5M +$4.21M +356,214 +28%
RRC
78
Relaxing Retirement Coach
Massachusetts
$19.2M -$524K -44,358 -3%
IWMA
79
Ironwood Wealth Management (Arizona)
Arizona
$18.9M +$1.3M +109,872 +7%
JIP
80
Jaffetilchin Investment Partners
Florida
$18.9M +$273K +23,082 +1%
CCA
81
Clearwater Capital Advisors
Illinois
$18.8M +$6.6M +558,156 +54%
LIM
82
Leavell Investment Management
Alabama
$17.7M -$81.6K -6,906 -0.5%
PAG
83
Pinnacle Advisory Group
Maryland
$17.5M -$106K -8,988 -0.6%
FFN
84
Focus Financial Network
Minnesota
$17.4M -$282K -23,868 -2%
VAS
85
Valicenti Advisory Services
New York
$17.4M +$974K +82,416 +6%
CCA
86
Cobblestone Capital Advisors
New York
$17M -$735K -62,202 -4%
Wells Fargo
87
Wells Fargo
California
$17M -$3.53M -298,794 -17%
K
88
Kemper
Illinois
$16.9M – – –
BO
89
BRR OpCo
Ohio
$16.7M -$168K -14,196 -1%
CWM
90
Cabot Wealth Management
Massachusetts
$16.5M -$395K -33,384 -2%
PCIA
91
Prime Capital Investment Advisors
Kansas
$16M +$15.3M +1,290,180 +1,914%
SWA
92
Sutton Wealth Advisors
Florida
$15.6M +$660K +55,866 +4%
CCM
93
Coldstream Capital Management
Washington
$15.5M +$556K +47,058 +4%
AIM
94
AMI Investment Management
Indiana
$15.4M +$1.88M +158,820 +14%
MFGP
95
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.2M +$211K +17,880 +1%
MA
96
MCF Advisors
Kentucky
$15.2M -$44.3K -3,750 -0.3%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$14.7M +$1.55M +130,782 +12%
DBRC
98
D.B. Root & Company
Pennsylvania
$14.4M +$125K +10,596 +0.9%
CWM
99
CCG Wealth Management
California
$14.2M -$1.08M -91,476 -7%
ACG
100
Allen Capital Group
Nebraska
$13.8M -$14M -1,206,258 -50%
2 3
4
5 6