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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 %
NDSI
126
Newman Dignan & Sheerar Inc
Rhode Island
$8.87M +$224K +18,960 +3%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$8.67M +$195K +16,530 +2%
WP
128
WealthSource Partners
California
$8.65M +$803K +67,926 +10%
ACM
129
Alpha Capital Management
Texas
$8.64M +$40.8K +3,450 +0.5%
TCM
130
Tradewinds Capital Management
Washington
$8.58M -$5.67M -479,910 -40%
MCM
131
MAI Capital Management
Ohio
$8.5M +$633K +53,526 +8%
TLP
132
Trinity Legacy Partners
Texas
$8.45M -$301K -25,530 -3%
ECM
133
Exchange Capital Management
Michigan
$8.45M -$275K -23,280 -3%
CWS
134
Cypress Wealth Services
California
$8.07M +$1.34M +113,172 +20%
NWS
135
Newport Wealth Strategies
California
$8.03M +$1.17M +98,580 +17%
FNC
136
First National Corp
Massachusetts
$7.84M -$5.39K -456 -0.1%
OIA
137
OneDigital Investment Advisors
Kansas
$7.83M -$1.54M -129,894 -16%
KM
138
Kalos Management
Georgia
$7.83M +$1.44M +116,826 +23%
Jane Street
139
Jane Street
New York
$7.6M +$7.6M +642,888 New
PFC
140
Phocas Financial Corp
California
$7.57M -$7.46M – –
FA
141
FDx Advisors
Illinois
$7.42M +$130K +10,986 +2%
SIC
142
Salem Investment Counselors
North Carolina
$7.25M +$83.1K +7,026 +1%
OFG
143
Omega Financial Group
California
$7.19M +$821K +69,468 +13%
HCM
144
Hengehold Capital Management
Ohio
$7.18M -$414K -35,034 -5%
DWM
145
Destination Wealth Management
California
$7.12M +$29.8K +2,520 +0.4%
SFS
146
Strategic Financial Services
New York
$7M +$110K +9,276 +2%
NIC
147
Northwest Investment Counselors
Oregon
$6.96M +$160K +13,572 +2%
NSAM
148
North Star Asset Management
Wisconsin
$6.96M +$972K +82,206 +16%
QAM
149
QCI Asset Management
New York
$6.82M +$108K +9,174 +2%
BWM
150
BerganKDV Wealth Management
Minnesota
$6.67M -$564K -47,712 -8%
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