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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.85B 40,545,640 +2,424,529 +6%
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B 17,363,911 +4,164,736 +32%
Charles Schwab
3
Charles Schwab
California
$598M 8,519,412 +797,630 +10%
SFG
4
Sage Financial Group
Pennsylvania
$270M 3,843,577 +78,245 +2%
QI
5
QS Investors
New York
$193M 2,743,867 -37,802 -1%
Creative Planning
6
Creative Planning
Kansas
$185M 2,632,554 +41,226 +2%
HSA
7
HBK Sorce Advisory
Pennsylvania
$146M 2,080,084 +18,441 +0.9%
NMIFOAC
8
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$133M 1,892,000 +1,892,000 New
AssetMark Inc
9
AssetMark Inc
California
$131M 1,870,937 -99,852 -5%
Mariner
10
Mariner
Kansas
$124M 1,763,596 +135,882 +8%
FMT
11
First Mercantile Trust
Tennessee
$123M 1,757,126 +1,757,126 New
AWS
12
AJ Wealth Strategies
New York
$107M 1,521,667 +48,170 +3%
UBS Group
13
UBS Group
Switzerland
$105M 1,497,473 +416,957 +39%
CWM
14
Campbell Wealth Management
Virginia
$105M 1,494,336 +102,486 +7%
EWM
15
Evermay Wealth Management
Virginia
$72.2M 1,029,088 -11,774 -1%
SWM
16
SVA Wealth Management
Wisconsin
$67.9M 967,669 +50,901 +6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$62.8M 902,903 +247,224 +38%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$60.9M 843,450 +32,062 +4%
SWA
19
SFMG Wealth Advisors
Texas
$60.5M 837,360 -7,798 -0.9%
FMP
20
Financial Management Professionals
Texas
$60.2M 857,804 +16,257 +2%
UCFA
21
United Capital Financial Advisors
Texas
$57.3M 816,294 -2,886 -0.4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$56.2M 800,538 +43,766 +6%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$52.5M 748,273 +111,792 +18%
NQWM
24
Northwest Quadrant Wealth Management
Oregon
$44.9M 643,429 +10,784 +2%
RWM
25
RKL Wealth Management
Pennsylvania
$44.2M 630,241 +38,163 +6%
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