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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 %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$8.39M -$80.2K -6,858 -0.9%
5L
127
55I LLC
Massachusetts
$8.33M -$4.44M -379,410 -35%
Bank of America
128
Bank of America
North Carolina
$8.29M +$1.21M +103,212 +17%
MCM
129
MAI Capital Management
Ohio
$7.79M +$7.79M +665,556 New
FNC
130
First National Corp
Massachusetts
$7.77M +$613K +52,368 +9%
WP
131
WealthSource Partners
California
$7.76M +$2.51M +214,674 +48%
HCM
132
Hengehold Capital Management
Ohio
$7.51M -$402K -34,332 -5%
OWM
133
Orgel Wealth Management
Wisconsin
$7.51M +$141K +12,042 +2%
PFC
134
Phocas Financial Corp
California
$7.46M -$7.65M – –
FI
135
FormulaFolio Investments
Michigan
$7.3M -$1.37M -116,808 -16%
FA
136
FDx Advisors
Illinois
$7.21M +$964K +82,398 +15%
BWM
137
BerganKDV Wealth Management
Minnesota
$7.16M +$1.41M +120,120 +24%
SIC
138
Salem Investment Counselors
North Carolina
$7.09M +$7.09M +606,180 New
PMG
139
ProVise Management Group
Florida
$7.07M -$2.02M -172,542 -22%
DWM
140
Destination Wealth Management
California
$7.02M -$469K -40,086 -6%
NWS
141
Newport Wealth Strategies
California
$6.9M +$1.01M +85,410 +17%
SFS
142
Strategic Financial Services
New York
$6.82M +$339K +28,974 +5%
NIC
143
Northwest Investment Counselors
Oregon
$6.73M +$184K +15,726 +3%
MWM
144
MinichMacGregor Wealth Management
New York
$6.71M +$235K +19,980 +4%
CWS
145
Cypress Wealth Services
California
$6.66M +$2.49M +212,586 +60%
QAM
146
QCI Asset Management
New York
$6.64M +$549K +46,932 +9%
US Bancorp
147
US Bancorp
Minnesota
$6.37M +$412K +35,226 +7%
NC
148
NewSquare Capital
Pennsylvania
$6.35M +$211K +18,042 +3%
AA
149
Alesco Advisors
New York
$6.31M -$194K -16,572 -3%
OFG
150
Omega Financial Group
California
$6.3M +$311K +26,562 +5%
4 5
6
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