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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
+$136M
2
Charles Schwab
Charles Schwab
California
+$51.5M
3
QI
QS Investors
New York
+$36M
4
UBS Group
UBS Group
Switzerland
+$19.2M
5
AWM
Apollon Wealth Management
South Carolina
+$17.3M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$768M
2
SEI Investments
SEI Investments
Pennsylvania
-$109M
3
Bank of America
Bank of America
North Carolina
-$57.2M
4
AssetMark Inc
AssetMark Inc
California
-$35.3M
5
ACM
Argent Capital Management
Missouri
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$3.5M +$356K +31,560 +11%
VWA
202
VERITY Wealth Advisors
United States
$3.45M +$404K +35,874 +13%
CWM
203
Circle Wealth Management
New Jersey
$3.39M +$255K +22,632 +8%
TIM
204
Tortoise Investment Management
New York
$3.38M -$109K -9,714 -3%
IF
205
Ironwood Financial
Arizona
$3.24M +$77.5K +6,876 +2%
PWMG
206
Prestige Wealth Management Group
New Jersey
$3.22M +$136K +12,024 +4%
PFM
207
Peak Financial Management
Massachusetts
$3.15M +$40.8K +3,618 +1%
FC
208
Forte Capital
New York
$3.13M +$78.4K +6,954 +3%
MCM
209
Mitchell Capital Management
Kansas
$3.09M -$409K -36,270 -12%
AF
210
Advisornet Financial
Minnesota
$2.96M -$249K -22,122 -8%
ECM
211
ETrade Capital Management
Virginia
$2.94M -$48.1K -4,272 -2%
LFA
212
Landmark Financial Advisors
Kentucky
$2.87M +$99K +8,784 +4%
MAS
213
Madden Advisory Services
Florida
$2.84M -$14.1K -1,248 -0.5%
CCM
214
Carlson Capital Management
Minnesota
$2.81M -$126K -11,172 -4%
LWMT
215
Legacy Wealth Management (Tennessee)
Tennessee
$2.78M -$16.7M -1,479,732 -86%
KFC
216
Klingenstein Fields & Co
New York
$2.78M -$2.16K -192 -0.1%
EK
217
Evensky & Katz
Florida
$2.74M +$6.02K +534 +0.2%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$2.7M -$51.1K -4,530 -2%
SCM
219
Stordahl Capital Management
Colorado
$2.7M +$405K +35,040 +18%
MCM
220
Maxim Capital Management
California
$2.7M -$44.5K -3,948 -2%
MWM
221
Mission Wealth Management
California
$2.66M +$421K +37,404 +19%
AMM
222
American Money Management
California
$2.65M +$2.23M +198,012 +535%
TFS
223
TrustCore Financial Services
Tennessee
$2.63M +$2.63M +233,544 New
LPIC
224
LeJeune Puetz Investment Counsel
Michigan
$2.62M +$34.8K +3,090 +1%
BFM
225
Broadview Financial Management
Wisconsin
$2.58M +$962K +85,398 +59%
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