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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
+$388M
2
CSIA
Charles Schwab Investment Advisory
California
+$109M
3
AA
Apriem Advisors
California
+$96M
4
SEI Investments
SEI Investments
Pennsylvania
+$67M
5
Charles Schwab
Charles Schwab
California
+$60.5M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
-$24M
2
ACG
Allen Capital Group
Nebraska
-$14M
3
QI
QS Investors
New York
-$9.31M
4
PFC
Phocas Financial Corp
California
-$7.46M
5
TCM
Tradewinds Capital Management
Washington
-$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$6.64M +$6.64M +564,780 New
OWM
152
Orgel Wealth Management
Wisconsin
$6.63M -$958K -81,012 -13%
NC
153
NewSquare Capital
Pennsylvania
$6.63M +$212K +17,970 +3%
MWM
154
MinichMacGregor Wealth Management
New York
$6.51M -$220K -18,618 -3%
AA
155
Alesco Advisors
New York
$6.32M -$57.2K -4,842 -0.9%
US Bancorp
156
US Bancorp
Minnesota
$6.27M -$169K -14,304 -3%
GG
157
Greenwood Gearhart
Arkansas
$6.23M +$483K +40,854 +8%
FAIM
158
Financial Advocates Investment Management
Washington
$6.15M -$5.2M -439,554 -46%
PMG
159
ProVise Management Group
Florida
$6.15M -$995K -84,150 -14%
FI
160
FormulaFolio Investments
Michigan
$6.1M -$1.27M -107,712 -17%
BC
161
Brio Consultants
California
$5.99M -$212K -17,922 -3%
AF
162
Advisornet Financial
Minnesota
$5.96M +$87.1K +7,368 +1%
PAG
163
Private Advisor Group
New Jersey
$5.95M +$221K +18,684 +4%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$5.92M +$2.31M +195,120 +64%
5L
165
55I LLC
Massachusetts
$5.81M -$2.61M -220,854 -31%
BWA
166
Burt Wealth Advisors
Maryland
$5.79M +$359K +30,360 +7%
AWM
167
Avior Wealth Management
Nebraska
$5.75M +$248K +20,952 +5%
LBC
168
Lowe Brockenbrough & Co
Virginia
$5.62M +$857K +72,480 +18%
PIMG
169
Patriot Investment Management Group
Tennessee
$5.6M +$31.1K +2,664 +0.6%
AOWM
170
Alpha Omega Wealth Management
Virginia
$5.52M +$111K +9,054 +2%
LCM
171
Leisure Capital Management
California
$5.51M +$279K +23,628 +5%
CCM
172
Condor Capital Management
New Jersey
$5.43M -$61.9K -5,238 -1%
WA
173
WBH Advisory
Maryland
$5.39M +$354K +29,916 +7%
VWA
174
VERITY Wealth Advisors
United States
$5.28M -$222K -18,768 -4%
AIM
175
Anchor Investment Management
South Carolina
$5.22M -$32.8K -2,778 -0.6%
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