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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 %
CCM
251
Carlson Capital Management
Minnesota
$3.32M -$73.8K -5,766 -2%
CWA
252
Carolina Wealth Advisors
South Carolina
$3.29M +$3.29M +256,686 New
CFA
253
Cahill Financial Advisors
Minnesota
$3.19M +$105K +8,172 +3%
SF
254
Summit Financial
New Jersey
$3.19M +$101K +7,884 +3%
TFS
255
TrustCore Financial Services
Tennessee
$3.19M -$238K -18,612 -7%
GI
256
Gradient Investments
Minnesota
$3.17M +$19K +1,482 +0.6%
FSWA
257
Financial Synergies Wealth Advisors
Texas
$3.17M +$114K +8,910 +4%
WC
258
Wealth CMT
New Jersey
$3.15M +$3.15M +246,108 New
B
259
Bailard
California
$3.15M -$253K -19,800 -7%
LFA
260
Landmark Financial Advisors
Kentucky
$3.12M -$340K -25,698 -10%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$3.11M -$16.3K -1,272 -0.5%
TSWM
262
Triangle Securities Wealth Management
North Carolina
$3.06M +$448K +34,968 +17%
Lido Advisors
263
Lido Advisors
California
$3.01M -$25.6K -1,998 -0.8%
FVWA
264
Foster Victor Wealth Advisors
South Carolina
$3.01M +$961K +74,484 +47%
SCM
265
Stordahl Capital Management
Colorado
$2.99M +$4.84K +378 +0.2%
SPC
266
Sigma Planning Corp
Michigan
$2.99M +$284K +22,218 +11%
LPIC
267
LeJeune Puetz Investment Counsel
Michigan
$2.97M -$10.4K -816 -0.4%
AAS
268
Avantax Advisory Services
Texas
$2.95M +$2.95M +230,514 New
FA
269
Financial Advisors
Massachusetts
$2.94M +$633K +49,440 +27%
RC
270
Rovin Capital
Arizona
$2.93M +$2.93M +228,954 New
ECM
271
ETrade Capital Management
Virginia
$2.9M -$24.6K -1,920 -0.8%
LWMT
272
Legacy Wealth Management (Tennessee)
Tennessee
$2.88M -$105K -8,238 -4%
MCM
273
Mengis Capital Management
Oregon
$2.88M -$7.91K -618 -0.3%
BFM
274
Broadview Financial Management
Wisconsin
$2.84M -$94.9K -7,410 -3%
G
275
Gainplan
Michigan
$2.83M -$1.5M -117,486 -35%
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