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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 %
ICM
251
Intrepid Capital Management
Florida
$3.22M +$783K +58,236 +32%
BAM
252
Belpointe Asset Management
Nevada
$3.19M -$817K -60,774 -20%
ACP
253
Arcus Capital Partners
Georgia
$3.19M -$66.4K -4,938 -2%
MCM
254
Mitchell Capital Management
Kansas
$3.16M -$1.17M -87,102 -27%
MSWMA
255
Market Street Wealth Management Advisors
Indiana
$3.15M -$506K -37,650 -14%
VCAM
256
Van Cleef Asset Management
Ohio
$3.12M -$6.61K -492 -0.2%
AF
257
Advisornet Financial
Minnesota
$3.11M -$1.85M -137,778 -37%
TCM
258
Tradewinds Capital Management
Washington
$3.03M +$2.74M +203,628 +947%
ECML
259
Eagle Capital Management (Louisiana)
Louisiana
$3.02M -$17.4K -1,296 -0.6%
CCM
260
Carlson Capital Management
Minnesota
$3M -$56.7K -4,218 -2%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$2.99M -$199K -14,832 -6%
B
262
Bailard
California
$2.99M -$16.4K -1,218 -0.5%
CFA
263
Cahill Financial Advisors
Minnesota
$2.99M +$15.3K +1,140 +0.5%
GC
264
Garde Capital
Washington
$2.9M -$60.8K -4,524 -2%
BRWA
265
B. Riley Wealth Advisors
Florida
$2.9M +$54K +4,038 +2%
BAM
266
Baldrige Asset Management
Pennsylvania
$2.88M -$128K -9,534 -4%
GC
267
Grimes & Company
Massachusetts
$2.86M +$161K +12,000 +6%
RC
268
Rovin Capital
Arizona
$2.85M -$21.7K -1,614 -0.8%
BWM
269
BerganKDV Wealth Management
Minnesota
$2.84M -$5.11M -380,184 -64%
KP
270
Keel Point
Alabama
$2.83M -$54.6K -4,062 -2%
MWM
271
Merriman Wealth Management
Washington
$2.82M -$11.3K -840 -0.4%
LPIC
272
LeJeune Puetz Investment Counsel
Michigan
$2.78M -$101K -7,542 -4%
SPC
273
Sigma Planning Corp
Michigan
$2.77M +$37.4K +2,784 +1%
Bank of New York Mellon
274
Bank of New York Mellon
New York
$2.7M +$233K +17,352 +9%
SCM
275
Stordahl Capital Management
Colorado
$2.68M -$27.8K -2,070 -1%
9 10
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