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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 %
TSWM
251
Triangle Securities Wealth Management
North Carolina
$2.64M +$195K +19,074 +8%
MWM
252
Mission Wealth Management
California
$2.62M -$200K -19,560 -7%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$2.56M +$1.46M +142,794 +132%
CFA
254
Cahill Financial Advisors
Minnesota
$2.55M +$735 +72 +0%
LFA
255
Landmark Financial Advisors
Kentucky
$2.54M -$114K -10,110 -4%
RC
256
Rovin Capital
Arizona
$2.51M -$103K -9,042 -4%
PP
257
PagnatoKarp Partners
Virginia
$2.49M -$1.18M -115,872 -32%
FSWA
258
Financial Synergies Wealth Advisors
Texas
$2.48M -$45K -4,404 -2%
IC
259
InterOcean Capital
Illinois
$2.47M -$1.73M -168,984 -41%
FLPIM
260
F.L. Putnam Investment Management
Massachusetts
$2.46M -$490K -47,982 -17%
MCM
261
Mengis Capital Management
Oregon
$2.43M +$129K +12,618 +6%
B
262
Bailard
California
$2.39M -$125K -12,276 -5%
VWA
263
VERITY Wealth Advisors
United States
$2.35M -$2.47M -242,292 -51%
LPIC
264
LeJeune Puetz Investment Counsel
Michigan
$2.31M -$53.4K -5,226 -2%
SPC
265
Sigma Planning Corp
Michigan
$2.3M -$82.9K -8,124 -3%
BFM
266
Broadview Financial Management
Wisconsin
$2.25M -$10.2K -996 -0.4%
ECM
267
ETrade Capital Management
Virginia
$2.23M -$82.9K -8,124 -4%
GC
268
Garde Capital
Washington
$2.21M +$314K +30,780 +17%
MCM
269
Maxim Capital Management
California
$2.21M -$279K -27,378 -11%
5L
270
55I LLC
Massachusetts
$2.19M -$14.4M -1,306,362 -87%
KP
271
Keel Point
Alabama
$2.19M -$2.02K -198 -0.1%
BRWA
272
B. Riley Wealth Advisors
Florida
$2.16M -$58.6K -5,736 -3%
ECM
273
Elgethun Capital Management
South Dakota
$2.16M +$356K +34,848 +20%
SPI
274
Santori & Peters Inc
Pennsylvania
$2.15M +$399K +39,096 +23%
BAM
275
Baldrige Asset Management
Pennsylvania
$2.13M -$11.2K -1,098 -0.5%
9 10
11
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