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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

728 hedge funds and large institutions have $11.9B invested in Schwab US Large- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+95
Holders Change %
+15.01%
% of All Funds
14.38%
Holding in Top 10
155
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+20.16%
% of All Funds
3.06%
New
134
Increased
288
Reduced
230
Closed
30
Calls
$677K
Puts
$59.5M
Net Calls
-$58.9M
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$4.14M -$149K -11,616 -3%
VBFG
227
Vishria Bird Financial Group
Tennessee
$4.12M +$1.45M +113,232 +54%
IF
228
Ironwood Financial
Arizona
$4.09M -$167K -13,062 -4%
CWS
229
Cypress Wealth Services
California
$4.02M -$4.72M -368,340 -54%
FCM
230
Fortis Capital Management
Washington
$4M +$4M +312,534 New
ACP
231
Arcus Capital Partners
Georgia
$4M -$71.6K -5,592 -2%
CA
232
Calton & Associates
Florida
$3.97M +$1.59M +124,080 +67%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$3.94M +$21.5K +1,680 +0.5%
PCMC
234
Private Capital Management (Colorado)
Colorado
$3.92M – – –
CWM
235
Circle Wealth Management
New Jersey
$3.86M +$11.1K +870 +0.3%
VCAM
236
Van Cleef Asset Management
Ohio
$3.77M +$633K +49,410 +20%
FC
237
Forte Capital
New York
$3.73M -$167K -13,056 -4%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$3.71M +$76.5K +5,976 +2%
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$3.7M -$290K -22,626 -7%
BFPW
240
BOK Financial Private Wealth
Colorado
$3.65M -$202K -15,762 -5%
SVWAG
241
Sound View Wealth Advisors Group
Georgia
$3.63M +$828K +64,662 +29%
EW
242
Element Wealth
Mississippi
$3.63M +$3.63M +283,752 New
MWM
243
Mission Wealth Management
California
$3.54M -$105K -8,202 -3%
PFM
244
Peak Financial Management
Massachusetts
$3.51M -$24.5K -1,914 -0.7%
TIM
245
Tortoise Investment Management
New York
$3.5M -$114K -8,886 -3%
JIP
246
JBJ Investment Partners
South Carolina
$3.47M – – –
CFO
247
CVA Family Office
Colorado
$3.43M +$3.43M +267,768 New
CFA
248
Carroll Financial Associates
North Carolina
$3.39M +$194K +15,192 +6%
KFC
249
Klingenstein Fields & Co
New York
$3.35M +$60.7K +4,740 +2%
MS
250
Madden Securities
Texas
$3.33M +$3.33M +260,166 New
8 9
10
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