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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$863M
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
Next Capital Management
New York
$3.13M -$765K -74,904 -20%
WAM
227
Wakefield Asset Management
Colorado
$3.12M -$539K -52,842 -15%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$3.09M -$58.2K -5,700 -2%
CWM
229
Circle Wealth Management
New Jersey
$3.09M +$4.53K +444 +0.1%
LAM
230
L2 Asset Management
Massachusetts
$3.08M +$3.08M +301,800 New
MWA
231
MFA Wealth Advisors
Pennsylvania
$3.08M +$2.85M +279,294 +1,252%
CWS
232
Cypress Wealth Services
California
$3.04M -$168K -16,446 -5%
ECG
233
Edge Capital Group
Georgia
$3.01M -$303K -29,682 -9%
FC
234
Forte Capital
New York
$2.95M -$26.2K -2,562 -0.9%
AA
235
Advisory Alpha
Michigan
$2.94M -$10.2M -989,370 -78%
MWM
236
Merriman Wealth Management
Washington
$2.93M +$2.93M +286,746 New
SQA
237
Simon Quick Advisors
New Jersey
$2.9M -$3.93M -385,158 -58%
EWM
238
Elmwood Wealth Management
California
$2.89M +$825K +78,504 +40%
EW
239
Element Wealth
Mississippi
$2.89M -$5.21K -510 -0.2%
FA
240
Financial Advisors
Massachusetts
$2.86M +$515K +50,430 +22%
PFM
241
Peak Financial Management
Massachusetts
$2.86M +$57.4K +5,622 +2%
Lido Advisors
242
Lido Advisors
California
$2.83M +$429K +42,054 +18%
RWMH
243
Riverpoint Wealth Management Holdings
Illinois
$2.82M +$2.82M +276,450 New
ACP
244
Arcus Capital Partners
Georgia
$2.79M -$401K -39,312 -13%
SWM
245
Stockman Wealth Management
Montana
$2.79M +$571K +55,908 +26%
CFA
246
Carroll Financial Associates
North Carolina
$2.78M +$79.6K +7,800 +3%
CCM
247
Carlson Capital Management
Minnesota
$2.7M -$202K -18,048 -7%
BFPW
248
BOK Financial Private Wealth
Colorado
$2.66M -$254K -24,906 -9%
CWA
249
Carolina Wealth Advisors
South Carolina
$2.66M +$35.2K +3,444 +1%
SF
250
Summit Financial
New Jersey
$2.64M +$98.3K +9,630 +4%
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