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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 %
AG
276
Advisor Group
Arizona
$2.81M +$301K +23,514 +12%
BRWA
277
B. Riley Wealth Advisors
Florida
$2.78M +$71.7K +5,598 +3%
GC
278
Grimes & Company
Massachusetts
$2.78M +$20.5K +1,602 +0.7%
SWM
279
Stockman Wealth Management
Montana
$2.78M +$125K +9,768 +5%
KP
280
Keel Point
Alabama
$2.75M -$109K -8,496 -4%
HCM
281
Hollencrest Capital Management
California
$2.74M -$152K -11,880 -5%
MAS
282
Madden Advisory Services
Florida
$2.72M -$46.9K -3,666 -2%
BAM
283
Baldrige Asset Management
Pennsylvania
$2.69M -$154K -12,054 -5%
VR
284
Viridian RIA
Washington
$2.68M +$33.7K +2,634 +1%
MMA
285
Miracle Mile Advisors
California
$2.65M -$51.8K -4,050 -2%
CCWA
286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M -$375K -29,286 -12%
SIAS
287
Shine Investment Advisory Services
Colorado
$2.53M +$75K +5,856 +3%
EWM
288
Elmwood Wealth Management
California
$2.52M +$1.61K +126 +0.1%
ECML
289
Eagle Capital Management (Louisiana)
Louisiana
$2.46M -$52.2K -4,080 -2%
BCP
290
Blackhawk Capital Partners
Wisconsin
$2.46M – – –
BAMG
291
Brand Asset Management Group
Missouri
$2.45M -$150K -11,700 -6%
AIM
292
Aspen Investment Management
Michigan
$2.43M -$289K -22,590 -11%
MCM
293
Maxim Capital Management
California
$2.42M +$277K +27,804 +13%
SIC
294
Sigma Investment Counselors
Michigan
$2.42M +$21.9K +1,710 +0.9%
SFG
295
SNS Financial Group
Minnesota
$2.39M -$370K -28,932 -13%
GC
296
Garde Capital
Washington
$2.38M -$189K -14,802 -7%
RFA
297
Radnor Financial Advisors
Pennsylvania
$2.36M +$2.36M +184,494 New
NC
298
NovaPoint Capital
Georgia
$2.34M +$2.34M +182,934 New
ECM
299
Elgethun Capital Management
South Dakota
$2.26M +$43.9K +3,426 +2%
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$2.25M -$158K -12,324 -7%
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