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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

733 hedge funds and large institutions have $14.1B invested in Schwab US Large- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 266 increasing their positions, 301 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
14.83%
Holding in Top 10
151
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.59%
% of All Funds
3.05%
New
58
Increased
266
Reduced
301
Closed
40
Calls
$1.17M
Puts
$1.86M
Net Calls
-$692K
Net Calls Change
-$2.25M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$100M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$75.6M
2
PA
Planning Alternatives
Michigan
-$22.3M
3
GC
Gratus Capital
Georgia
-$16.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.6M
5
FMP
Financial Management Professionals
Texas
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
Next Capital Management
New York
$4.15M -$239K -17,802 -5%
Lido Advisors
227
Lido Advisors
California
$4.06M +$311K +23,178 +8%
CWM
228
Circle Wealth Management
New Jersey
$3.99M -$73.2K -5,448 -2%
AL
229
Aspiriant LLC
California
$3.95M -$22.8K -1,698 -0.6%
FA
230
FDx Advisors
Illinois
$3.95M -$939K -69,894 -19%
MAS
231
Madden Advisory Services
Florida
$3.84M -$85.3K -6,348 -2%
AAS
232
Avantax Advisory Services
Texas
$3.79M +$353K +26,298 +10%
TFS
233
TrustCore Financial Services
Tennessee
$3.78M -$276K -20,514 -7%
CWA
234
Carolina Wealth Advisors
South Carolina
$3.72M +$164K +12,222 +5%
FC
235
Forte Capital
New York
$3.71M -$100K -7,452 -3%
KFC
236
Klingenstein Fields & Co
New York
$3.71M -$339K -25,212 -8%
PCMC
237
Private Capital Management (Colorado)
Colorado
$3.68M -$284K -21,114 -7%
HI
238
Human Investing
Oregon
$3.61M +$1.41M +105,168 +64%
ECG
239
Edge Capital Group
Georgia
$3.58M -$278K -20,700 -7%
MWM
240
Mission Wealth Management
California
$3.51M -$374K -27,858 -10%
MS
241
Madden Securities
Texas
$3.44M -$106K -7,914 -3%
WCM
242
Weik Capital Management
Pennsylvania
$3.44M -$222K -1,650 -6%
PFM
243
Peak Financial Management
Massachusetts
$3.44M +$43.4K +3,228 +1%
WCG
244
Wall Capital Group
Arizona
$3.42M +$2.59M +193,098 +314%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$3.42M +$239K +17,820 +8%
SPI
246
Santori & Peters Inc
Pennsylvania
$3.42M +$147K +10,974 +5%
OCG
247
Opus Capital Group
Ohio
$3.38M -$79.3K -5,904 -2%
EW
248
Element Wealth
Mississippi
$3.37M -$348K -25,932 -9%
VCM
249
Vivaldi Capital Management
Illinois
$3.26M -$23.2K -1,614 -0.7%
MCM
250
Mengis Capital Management
Oregon
$3.22M -$4.84K -360 -0.1%
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