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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Advisory Alpha
Michigan
$2.97M -$569K -46,044 -16%
MCM
252
Mengis Capital Management
Oregon
$2.97M +$30K +2,430 +1%
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$2.93M -$40.2K -3,252 -1%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$2.92M +$2.92M +236,586 New
CCM
255
Carlson Capital Management
Minnesota
$2.9M -$168K -13,230 -5%
VCAM
256
Van Cleef Asset Management
Ohio
$2.88M +$331K +26,808 +13%
GHA
257
GW Henssler & Associates
Georgia
$2.85M -$1.09M -88,458 -28%
IC
258
InterOcean Capital
Illinois
$2.84M -$158K -12,756 -5%
BFPW
259
BOK Financial Private Wealth
Colorado
$2.82M -$398K -32,226 -12%
MCM
260
Maxim Capital Management
California
$2.8M +$3.42K +264 +0.1%
ECML
261
Eagle Capital Management (Louisiana)
Louisiana
$2.8M +$969K +78,450 +53%
BAM
262
Baldrige Asset Management
Pennsylvania
$2.77M +$190K +15,384 +7%
B
263
Bailard
California
$2.76M -$125K -10,128 -4%
CFA
264
Cahill Financial Advisors
Minnesota
$2.73M -$350K -28,302 -11%
GC
265
Garde Capital
Washington
$2.72M +$48.4K +3,918 +2%
LPIC
266
LeJeune Puetz Investment Counsel
Michigan
$2.65M -$146K -11,838 -5%
KP
267
Keel Point
Alabama
$2.65M -$3.04K -246 -0.1%
RC
268
Rovin Capital
Arizona
$2.64M -$75.4K -6,108 -3%
BRWA
269
B. Riley Wealth Advisors
Florida
$2.63M +$16.8K +1,362 +0.6%
MWM
270
Merriman Wealth Management
Washington
$2.6M -$939K -76,056 -27%
BFM
271
Broadview Financial Management
Wisconsin
$2.58M -$151K -12,246 -6%
LFA
272
Landmark Financial Advisors
Kentucky
$2.53M -$336K -26,448 -12%
YAL
273
Your Advocates Ltd
Texas
$2.53M -$5.09M -394,656 -67%
VWA
274
VERITY Wealth Advisors
United States
$2.52M -$319K -25,818 -11%
SPC
275
Sigma Planning Corp
Michigan
$2.51M -$268K -21,714 -10%
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