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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
$522M
2
CSIA
Charles Schwab Investment Advisory
California
$2.99B
3
AA
Apriem Advisors
California
$99.5M
4
SEI Investments
SEI Investments
Pennsylvania
$1.3B
5
Charles Schwab
Charles Schwab
California
$665M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
$101M
2
ACG
Allen Capital Group
Nebraska
$13.8M
3
QI
QS Investors
New York
$185M
4
PFC
Phocas Financial Corp
California
$7.57M
5
TCM
Tradewinds Capital Management
Washington
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.99B +$109M +9,256,650 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$1.3B +$67M +5,667,132 +5%
Charles Schwab
3
Charles Schwab
California
$665M +$60.5M +5,115,126 +10%
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$522M +$388M +32,838,000 +289%
SFG
5
Sage Financial Group
Pennsylvania
$280M +$7.01M +592,950 +3%
Creative Planning
6
Creative Planning
Kansas
$186M -$770K -65,094 -0.4%
QI
7
QS Investors
New York
$185M -$9.31M -787,506 -5%
AssetMark Inc
8
AssetMark Inc
California
$158M +$25.3M +2,141,190 +19%
HSA
9
HBK Sorce Advisory
Pennsylvania
$147M -$507K -42,882 -0.3%
Mariner
10
Mariner
Kansas
$137M +$11.6M +980,034 +9%
UBS Group
11
UBS Group
Switzerland
$136M +$29.5M +2,499,540 +28%
AWS
12
AJ Wealth Strategies
New York
$114M +$5.65M +477,648 +5%
CWM
13
Campbell Wealth Management
Virginia
$112M +$5.62M +475,050 +5%
FMT
14
First Mercantile Trust
Tennessee
$101M -$24M -2,030,484 -19%
AA
15
Apriem Advisors
California
$99.5M +$96M +8,118,714 +2,709%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$84.9M +$20.4M +1,717,626 +32%
EWM
17
Evermay Wealth Management
Virginia
$72.9M -$137K -11,574 -0.2%
SWM
18
SVA Wealth Management
Wisconsin
$68.3M -$292K -24,684 -0.4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$61.9M +$2.19M +185,766 +4%
SWA
20
SFMG Wealth Advisors
Texas
$59.1M -$254K -21,468 -0.4%
FMP
21
Financial Management Professionals
Texas
$58.2M -$2.61M -220,452 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$58.1M +$1.27M +107,274 +2%
UCFA
23
United Capital Financial Advisors
Texas
$57.9M -$8.16K -690 -0%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$57.9M +$4.82M +407,472 +9%
TIM
25
Total Investment Management
Arizona
$54.4M +$32.6M +2,755,548 +149%
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