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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 %
LBC
176
Lowe Brockenbrough & Co
Virginia
$4.72M +$1.06M +90,750 +29%
DPA
177
Delphi Private Advisors
California
$4.68M -$208K -17,766 -4%
BAM
178
Belpointe Asset Management
Nevada
$4.68M -$12.7M -1,084,788 -73%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.56M +$529K +45,246 +13%
SBL
180
Sargent Bickham Lagudis
Colorado
$4.54M -$26.7K -2,280 -0.6%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$4.38M +$237K +20,160 +6%
BC
182
Bartlett & Co
Ohio
$4.36M +$236K +20,160 +6%
BPM
183
Bowling Portfolio Management
Ohio
$4.35M -$5.64M -482,070 -56%
AL
184
Aspiriant LLC
California
$4.28M -$439K -37,566 -9%
KF
185
Krilogy Financial
Missouri
$4.25M -$19.1K -1,632 -0.4%
NIM
186
Nicollet Investment Management
Minnesota
$4.22M +$167K +14,262 +4%
FWP
187
FAS Wealth Partners
Kansas
$4.22M +$121K +10,308 +3%
ECG
188
Edge Capital Group
Georgia
$4.21M – – –
WAM
189
Wakefield Asset Management
Colorado
$4.19M -$1.14M -97,752 -21%
PP
190
PagnatoKarp Partners
Virginia
$4.18M -$13.5K -1,152 -0.3%
MAS
191
Managed Account Services
Florida
$4.16M -$53.2K -4,470 -1%
MA
192
MUFG Americas
New York
$4.13M +$99.2K +8,478 +2%
PCMC
193
Private Capital Management (Colorado)
Colorado
$4.03M -$95K -8,118 -2%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$4.02M -$25.3K -2,160 -0.6%
GHA
195
GW Henssler & Associates
Georgia
$3.92M +$253K +21,594 +7%
BFPW
196
BOK Financial Private Wealth
Colorado
$3.9M -$207K -17,682 -5%
SAM
197
Sawgrass Asset Management
Florida
$3.81M -$11.6K -990 -0.3%
RBA
198
Richard Bernstein Advisors
New York
$3.8M -$1.23M -105,576 -25%
ACP
199
Arcus Capital Partners
Georgia
$3.79M +$3.79M +323,622 New
FLPIM
200
F.L. Putnam Investment Management
Massachusetts
$3.76M -$10.9M -935,736 -74%
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