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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 %
CG
101
Colony Group
Massachusetts
$10.9M -$834K -73,974 -7%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$10.8M +$266K +23,610 +3%
DAS
103
Dynamic Advisor Solutions
Arizona
$10.7M -$1.03M -91,524 -9%
AG
104
Appleton Group
Wisconsin
$10.6M +$10.6M +943,044 New
FAIM
105
Financial Advocates Investment Management
Washington
$10.5M +$260K +23,064 +3%
DP
106
Denver PWM
Colorado
$10.4M -$362K -31,524 -3%
ADL
107
Asset Dedication LLC
California
$10.4M +$1.61M +142,626 +18%
LWA
108
Lenox Wealth Advisors
New York
$10.3M +$510K +45,282 +5%
IWMA
109
Ironwood Wealth Management (Arizona)
Arizona
$10.1M +$113K +10,014 +1%
BPM
110
Bowling Portfolio Management
Ohio
$9.62M -$3.53M -313,080 -27%
EWM
111
Empirical Wealth Management
Washington
$9.53M -$162K -14,400 -2%
ECM
112
Exchange Capital Management
Michigan
$9.49M -$90.5K -8,034 -0.9%
BDF
113
Black Diamond Financial
Maryland
$9.37M -$287K -25,494 -3%
DW
114
Domani Wealth
Pennsylvania
$9.32M +$85.5K +7,590 +0.9%
AA
115
Advisory Alpha
Michigan
$8.98M +$2.69M +236,142 +43%
CCA
116
Clearwater Capital Advisors
Illinois
$8.97M +$5.4M +479,376 +151%
NCM
117
Next Capital Management
New York
$8.93M +$866K +76,872 +11%
PMG
118
ProVise Management Group
Florida
$8.75M +$2.29M +203,442 +35%
LF
119
Lee Financial
Texas
$8.71M +$1.31M +115,968 +18%
IAS
120
IMA Advisory Services
Colorado
$8.69M +$544K +48,264 +7%
TLP
121
Trinity Legacy Partners
Texas
$8.59M +$4.53M +402,072 +111%
FI
122
FormulaFolio Investments
Michigan
$8.35M +$479K +42,468 +6%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$8.16M +$1.76K +156 +0%
ACM
124
Alpha Capital Management
Texas
$8.14M +$373K +33,120 +5%
NDSI
125
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M -$768M -6,815,682 -99%
3 4
5
6 7