SCHX icon

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 %
G
201
Gainplan
Michigan
$4M +$1.39M +117,954 +53%
MA
202
MUFG Americas
New York
$3.97M -$200K -16,902 -5%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$3.96M -$101K -8,556 -2%
IF
204
Ironwood Financial
Arizona
$3.93M +$290K +24,492 +8%
PCMC
205
Private Capital Management (Colorado)
Colorado
$3.92M -$149K -12,642 -4%
CST
206
Charles Schwab Trust
Nevada
$3.91M +$3.91M +334,776 New
BC
207
Bartlett & Co
Ohio
$3.9M -$507K -42,894 -12%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$3.9M -$507K -42,894 -12%
SAM
209
Sawgrass Asset Management
Florida
$3.81M -$38.1K -3,222 -1%
MCM
210
Mitchell Capital Management
Kansas
$3.79M +$602K +50,904 +19%
FWM
211
Frontier Wealth Management
Missouri
$3.76M +$2.53M +213,756 +205%
ACP
212
Arcus Capital Partners
Georgia
$3.76M -$67.9K -5,742 -2%
BIA
213
Bigelow Investment Advisors
Maine
$3.75M +$116K +9,786 +3%
FLPIM
214
F.L. Putnam Investment Management
Massachusetts
$3.68M -$124K -10,446 -3%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$3.62M +$167K +14,118 +5%
FC
216
Forte Capital
New York
$3.6M +$109K +9,246 +3%
BFPW
217
BOK Financial Private Wealth
Colorado
$3.56M -$386K -32,676 -10%
CWM
218
Circle Wealth Management
New Jersey
$3.56M +$4.19K +354 +0.1%
MWM
219
Mission Wealth Management
California
$3.37M +$281K +23,796 +9%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$3.36M +$202K +17,082 +6%
TIM
221
Tortoise Investment Management
New York
$3.34M -$155K -13,098 -4%
GPC
222
Glacier Peak Capital
Washington
$3.32M +$1.75M +148,344 +112%
PFM
223
Peak Financial Management
Massachusetts
$3.27M -$7.38K -624 -0.2%
JIP
224
JBJ Investment Partners
South Carolina
$3.2M – – –
TFS
225
TrustCore Financial Services
Tennessee
$3.16M +$94.6K +7,998 +3%
7 8
9
10 11