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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 %
IF
201
Ironwood Financial
Arizona
$3.6M +$238K +20,322 +7%
BIA
202
Bigelow Investment Advisors
Maine
$3.59M -$154K -13,140 -4%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$3.58M -$23.4M -2,004,234 -87%
PWMG
204
Prestige Wealth Management Group
New Jersey
$3.57M +$228K +19,518 +7%
Bank of New York Mellon
205
Bank of New York Mellon
New York
$3.55M +$1.65M +140,652 +86%
CWM
206
Circle Wealth Management
New Jersey
$3.52M – – –
AA
207
Apriem Advisors
California
$3.51M -$73.8M -6,309,282 -95%
IC
208
InterOcean Capital
Illinois
$3.46M +$1.12M +95,358 +48%
TIM
209
Tortoise Investment Management
New York
$3.46M -$51.9K -4,440 -1%
FC
210
Forte Capital
New York
$3.45M +$203K +17,340 +6%
BC
211
Barnett & Company
Tennessee
$3.44M -$504K -43,050 -13%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$3.42M -$212K -18,108 -6%
PFM
213
Peak Financial Management
Massachusetts
$3.24M -$29.9K -2,556 -0.9%
TA
214
Tiedemann Advisors
New York
$3.2M -$660K -56,178 -17%
JIP
215
JBJ Investment Partners
South Carolina
$3.17M -$1.05M -89,904 -25%
MCM
216
Mitchell Capital Management
Kansas
$3.15M -$52.5K -4,488 -2%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$3.12M +$317K +27,096 +11%
LFA
218
Landmark Financial Advisors
Kentucky
$3.07M +$87.9K +7,512 +3%
MWM
219
Mission Wealth Management
California
$3.05M +$289K +24,726 +10%
TFS
220
TrustCore Financial Services
Tennessee
$3.04M +$305K +26,064 +11%
KFC
221
Klingenstein Fields & Co
New York
$3.01M +$130K +11,130 +5%
CCM
222
Carlson Capital Management
Minnesota
$2.89M -$28.1K -2,400 -1%
VCAM
223
Van Cleef Asset Management
Ohio
$2.89M +$234K +19,980 +9%
GI
224
Gradient Investments
Minnesota
$2.89M +$1.02M +87,570 +55%
PPA
225
Parametric Portfolio Associates
Washington
$2.89M -$1.21M -103,728 -30%
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