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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 %
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$5.17M +$17.9K +1,518 +0.3%
SBL
177
Sargent Bickham Lagudis
Colorado
$5.14M +$557K +47,154 +12%
MWP
178
MYCIO Wealth Partners
Pennsylvania
$5.14M +$186K +15,756 +4%
COI
179
Capital One Investing
Virginia
$5.04M -$775K -65,676 -13%
HWA
180
Heritage Way Advisors
Illinois
$4.99M +$113K +9,576 +2%
SDWMA
181
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.91M +$299K +25,266 +6%
OMC
182
Old Mission Capital
Illinois
$4.84M +$4.84M +409,290 New
BPM
183
Bowling Portfolio Management
Ohio
$4.74M +$344K +29,070 +8%
BAM
184
Belpointe Asset Management
Nevada
$4.72M -$7.95K -672 -0.2%
CGFA
185
Colton Groome Financial Advisors
North Carolina
$4.62M +$4.62M +376,194 New
HWMG
186
Hurlow Wealth Management Group
Indiana
$4.53M -$511K -43,320 -10%
RBA
187
Richard Bernstein Advisors
New York
$4.5M +$660K +55,800 +17%
AL
188
Aspiriant LLC
California
$4.39M +$55.6K +4,698 +1%
GHA
189
GW Henssler & Associates
Georgia
$4.36M +$390K +33,030 +10%
MAS
190
Managed Account Services
Florida
$4.35M +$230K +19,464 +6%
GCA
191
Gradient Capital Advisors
California
$4.33M -$572K -48,372 -12%
FWP
192
FAS Wealth Partners
Kansas
$4.33M +$70.8K +5,988 +2%
IC
193
InterOcean Capital
Illinois
$4.32M +$821K +69,438 +23%
KF
194
Krilogy Financial
Missouri
$4.27M -$23.8K -2,010 -0.6%
ECG
195
Edge Capital Group
Georgia
$4.26M +$12.4K +1,050 +0.3%
PP
196
PagnatoKarp Partners
Virginia
$4.24M +$34.3K +2,898 +0.8%
WAM
197
Wakefield Asset Management
Colorado
$4.21M -$28.9K -2,442 -0.7%
PWMG
198
Prestige Wealth Management Group
New Jersey
$4.17M +$556K +47,046 +15%
NIM
199
Nicollet Investment Management
Minnesota
$4.07M -$196K -16,548 -5%
ACA
200
Aptus Capital Advisors
Alabama
$4.04M +$2.17M +183,300 +116%
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