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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
Charles Schwab Investment Advisory
California
$2.58B
2
Charles Schwab
Charles Schwab
California
$522M
3
QI
QS Investors
New York
$188M
4
UBS Group
UBS Group
Switzerland
$73.1M
5
AWM
Apollon Wealth Management
South Carolina
$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M
2
SEI Investments
SEI Investments
Pennsylvania
$892M
3
Bank of America
Bank of America
North Carolina
$6.82M
4
AssetMark Inc
AssetMark Inc
California
$133M
5
ACM
Argent Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
126
Columbus Macro
Pennsylvania
$7.76M -$3.85K -342 -0%
PFC
127
Phocas Financial Corp
California
$7.65M -$6.86M – –
HCM
128
Hengehold Capital Management
Ohio
$7.62M -$13.3K -1,176 -0.2%
FTIOP
129
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.47M +$7.15M +792,246 +2,279%
FPCG
130
Fort Pitt Capital Group
Pennsylvania
$7.27M -$7.66M -679,956 -51%
DWM
131
Destination Wealth Management
California
$7.21M -$9.54M -846,456 -57%
OWM
132
Orgel Wealth Management
Wisconsin
$7.1M +$213K +18,942 +3%
FNC
133
First National Corp
Massachusetts
$6.89M +$387K +34,308 +6%
Bank of America
134
Bank of America
North Carolina
$6.82M -$57.2M -5,080,386 -89%
FAAS
135
First Allied Advisory Services
California
$6.69M -$290K -25,728 -4%
KCPG
136
Kavar Capital Partners Group
Kansas
$6.32M +$1.83M +162,276 +41%
NIC
137
Northwest Investment Counselors
Oregon
$6.31M +$32.2K +2,856 +0.5%
MWM
138
MinichMacGregor Wealth Management
New York
$6.26M +$6.26M +549,516 New
AA
139
Alesco Advisors
New York
$6.26M +$153K +13,566 +3%
SFS
140
Strategic Financial Services
New York
$6.25M -$13K -1,152 -0.2%
FA
141
FDx Advisors
Illinois
$6.02M -$348K -30,888 -5%
NC
142
NewSquare Capital
Pennsylvania
$5.91M +$163K +14,490 +3%
BC
143
Brio Consultants
California
$5.89M +$5.89M +522,264 New
QAM
144
QCI Asset Management
New York
$5.87M -$563K -49,968 -9%
FC
145
Financial Consulate
Maryland
$5.86M -$1.82M -161,514 -24%
OFG
146
Omega Financial Group
California
$5.77M -$279K -24,744 -5%
US Bancorp
147
US Bancorp
Minnesota
$5.74M -$90.2K -8,004 -2%
NWS
148
Newport Wealth Strategies
California
$5.66M +$2.51M +219,630 +80%
BWM
149
BerganKDV Wealth Management
Minnesota
$5.54M +$425K +37,692 +8%
OIA
150
OneDigital Investment Advisors
Kansas
$5.43M +$519K +46,038 +11%
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