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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 %
NCM
101
Next Capital Management
New York
$12M +$2.73M +233,604 +29%
ADL
102
Asset Dedication LLC
California
$11.6M +$850K +72,666 +8%
MF
103
Manchester Financial
California
$11.6M -$1.43M -121,932 -11%
LWA
104
Lenox Wealth Advisors
New York
$11.3M +$591K +50,550 +6%
FAIM
105
Financial Advocates Investment Management
Washington
$11.2M +$336K +28,752 +3%
RA
106
Riversedge Advisors
Delaware
$11.2M +$11.2M +975,624 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$11M -$202K -17,304 -2%
AG
108
Appleton Group
Wisconsin
$11M +$4.91K +420 +0%
DAS
109
Dynamic Advisor Solutions
Arizona
$10.9M -$211K -18,018 -2%
DP
110
Denver PWM
Colorado
$10.8M +$295K +25,440 +3%
FAAS
111
First Allied Advisory Services
California
$10.7M +$3.78M +323,202 +54%
EWM
112
Empirical Wealth Management
Washington
$10.4M +$549K +46,908 +6%
CG
113
Colony Group
Massachusetts
$10.4M -$883K -75,504 -8%
IAS
114
IMA Advisory Services
Colorado
$10.1M +$1.05M +89,532 +12%
AA
115
Advisory Alpha
Michigan
$9.99M +$675K +57,162 +7%
BDF
116
Black Diamond Financial
Maryland
$9.76M +$39K +3,330 +0.4%
DW
117
Domani Wealth
Pennsylvania
$9.67M -$12.1K -1,038 -0.1%
SP
118
SWS Partners
Ohio
$9.61M +$9.61M +806,106 New
LF
119
Lee Financial
Texas
$9.31M +$263K +22,494 +3%
OIA
120
OneDigital Investment Advisors
Kansas
$9.27M +$3.62M +309,840 +64%
MGIA
121
Moneta Group Investment Advisors
Missouri
$8.74M +$4.31M +368,196 +97%
ECM
122
Exchange Capital Management
Michigan
$8.63M -$1.21M -103,722 -12%
TLP
123
Trinity Legacy Partners
Texas
$8.63M -$239K -20,568 -3%
ACM
124
Alpha Capital Management
Texas
$8.51M +$59.8K +5,112 +0.7%
KCPG
125
Kavar Capital Partners Group
Kansas
$8.46M +$1.9M +162,378 +29%
3 4
5
6 7