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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 %
BC
151
Brio Consultants
California
$6.14M +$25.3K +2,160 +0.4%
KM
152
Kalos Management
Georgia
$6.11M +$6.11M +518,760 New
NSAM
153
North Star Asset Management
Wisconsin
$5.92M +$5.92M +506,082 New
AF
154
Advisornet Financial
Minnesota
$5.81M +$2.74M +233,964 +89%
COI
155
Capital One Investing
Virginia
$5.77M +$1.08M +91,956 +23%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$5.72M +$142K +12,042 +3%
GG
157
Greenwood Gearhart
Arkansas
$5.68M +$5.68M +485,844 New
PAG
158
Private Advisor Group
New Jersey
$5.67M +$1.09M +93,444 +24%
PIMG
159
Patriot Investment Management Group
Tennessee
$5.58M +$35.7K +3,054 +0.6%
AG
160
Advisor Group
Arizona
$5.45M -$17.3M -1,474,998 -76%
VWA
161
VERITY Wealth Advisors
United States
$5.45M +$1.86M +159,378 +52%
AWM
162
Avior Wealth Management
Nebraska
$5.44M +$158K +13,524 +3%
CCM
163
Condor Capital Management
New Jersey
$5.43M +$779K +66,558 +17%
B
164
Bailard
California
$5.38M +$973K +83,148 +22%
BWA
165
Burt Wealth Advisors
Maryland
$5.37M +$487K +41,670 +10%
Goldman Sachs
166
Goldman Sachs
New York
$5.26M +$5.26M +449,292 New
AIM
167
Anchor Investment Management
South Carolina
$5.2M +$188K +16,080 +4%
LCM
168
Leisure Capital Management
California
$5.18M -$51.7K -4,422 -1%
AOWM
169
Alpha Omega Wealth Management
Virginia
$5.15M +$55.8K +4,770 +1%
HWMG
170
Hurlow Wealth Management Group
Indiana
$5.12M +$81.1K +6,780 +2%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$5.09M +$167K +14,244 +3%
WA
172
WBH Advisory
Maryland
$4.98M +$430K +36,750 +9%
MWP
173
MYCIO Wealth Partners
Pennsylvania
$4.9M +$18.7K +1,602 +0.4%
GCA
174
Gradient Capital Advisors
California
$4.85M -$558K -47,706 -10%
HWA
175
Heritage Way Advisors
Illinois
$4.83M +$200K +17,118 +4%
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