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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.

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
1
Charles Schwab Investment Advisory
California
$2.58B
2
Charles Schwab
2
Charles Schwab
California
$522M
3
QI
3
QS Investors
New York
$188M
4
UBS Group
4
UBS Group
Switzerland
$73.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$17.3M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$8.09M
2
SEI Investments
2
SEI Investments
Pennsylvania
$892M
3
Bank of America
3
Bank of America
North Carolina
$6.82M
4
AssetMark Inc
4
AssetMark Inc
California
$133M
5
ACM
5
Argent Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.58B 38,121,111 +2,016,953 +6%
SEI Investments
2
SEI Investments
Pennsylvania
$892M 13,199,175 -1,616,934 -11%
Charles Schwab
3
Charles Schwab
California
$522M 7,721,782 +761,680 +11%
SFG
4
Sage Financial Group
Pennsylvania
$255M 3,765,332 +101,786 +3%
QI
5
QS Investors
New York
$188M 2,781,669 +532,627 +24%
Creative Planning
6
Creative Planning
Kansas
$175M 2,591,328 +149,489 +6%
HSA
7
HBK Sorce Advisory
Pennsylvania
$139M 2,061,643 +45,490 +2%
AssetMark Inc
8
AssetMark Inc
California
$133M 1,970,789 -521,379 -21%
AB
9
AT Bancorp
Iowa
$128M 1,890,333 -154,342 -8%
Mariner
10
Mariner
Kansas
$110M 1,627,714 +137,867 +9%
AWS
11
AJ Wealth Strategies
New York
$99.6M 1,473,497 +35,904 +2%
CWM
12
Campbell Wealth Management
Virginia
$94.1M 1,391,850 +92,979 +7%
AA
13
Apriem Advisors
California
$74.5M 1,101,491 +240,644 +28%
UBS Group
14
UBS Group
Switzerland
$73.1M 1,080,516 +283,380 +36%
EWM
15
Evermay Wealth Management
Virginia
$70.4M 1,040,862 +2,686 +0.3%
SWM
16
SVA Wealth Management
Wisconsin
$62M 916,768 +64,863 +8%
SWA
17
SFMG Wealth Advisors
Texas
$57.1M 845,158 -61,968 -7%
FMP
18
Financial Management Professionals
Texas
$56.9M 841,547 -305,551 -27%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$56.8M 811,388 +35,076 +5%
UCFA
20
United Capital Financial Advisors
Texas
$55.4M 819,180 +4,076 +0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$51.2M 756,772 +30,130 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$44.2M 655,679 -75,453 -10%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$43.3M 632,645 +14,102 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$43M 636,481 +59,352 +10%
RWM
25
RKL Wealth Management
Pennsylvania
$40M 592,078 +57,419 +11%
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