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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$5.35M +$4.67M +414,672 +687%
PIMG
152
Patriot Investment Management Group
Tennessee
$5.34M +$5.34M +473,862 New
MWA
153
MFA Wealth Advisors
Pennsylvania
$5.33M +$5.33M +472,530 New
GCA
154
Gradient Capital Advisors
California
$5.21M -$442K -39,252 -8%
WAM
155
Wakefield Asset Management
Colorado
$5.14M +$228K +20,244 +5%
AWM
156
Avior Wealth Management
Nebraska
$5.09M +$149K +13,236 +3%
WP
157
WealthSource Partners
California
$5.06M -$23.4K -2,076 -0.5%
LCM
158
Leisure Capital Management
California
$5.04M -$255K -22,608 -5%
HWMG
159
Hurlow Wealth Management Group
Indiana
$4.93M -$140K -11,904 -3%
AOWM
160
Alpha Omega Wealth Management
Virginia
$4.91M -$13.9M -1,229,580 -74%
RBA
161
Richard Bernstein Advisors
New York
$4.85M +$874K +77,550 +22%
AIM
162
Anchor Investment Management
South Carolina
$4.83M +$675K +59,892 +16%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$4.75M +$658K +58,392 +16%
DPA
164
Delphi Private Advisors
California
$4.71M -$81.9K -7,266 -2%
MWP
165
MYCIO Wealth Partners
Pennsylvania
$4.71M +$274K +24,330 +6%
BWA
166
Burt Wealth Advisors
Maryland
$4.7M +$1.98M +175,566 +73%
AL
167
Aspiriant LLC
California
$4.55M -$197K -17,508 -4%
COI
168
Capital One Investing
Virginia
$4.52M +$603K +53,550 +15%
CCM
169
Condor Capital Management
New Jersey
$4.48M -$682K -60,522 -13%
HWA
170
Heritage Way Advisors
Illinois
$4.46M +$253K +22,494 +6%
PAG
171
Private Advisor Group
New Jersey
$4.41M +$1.85M +163,830 +72%
SBL
172
Sargent Bickham Lagudis
Colorado
$4.4M +$2.29M +203,574 +109%
WA
173
WBH Advisory
Maryland
$4.39M +$321K +28,530 +8%
MGIA
174
Moneta Group Investment Advisors
Missouri
$4.27M +$1.46M +129,648 +52%
B
175
Bailard
California
$4.24M +$128K +11,364 +3%
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