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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 %
VCAM
276
Van Cleef Asset Management
Ohio
$2.1M -$899K -88,032 -30%
VR
277
Viridian RIA
Washington
$2.1M -$38.9K -3,810 -2%
HCM
278
Hollencrest Capital Management
California
$2.05M -$132K -12,972 -6%
TI
279
Trexquant Investment
Connecticut
$2.03M +$1.79M +174,870 +730%
SCM
280
Stordahl Capital Management
Colorado
$2.02M -$272K -27,762 -12%
GC
281
Grimes & Company
Massachusetts
$2.01M -$203K -19,920 -9%
MMA
282
Miracle Mile Advisors
California
$1.98M -$138K -13,512 -7%
DSA
283
Droms Strauss Advisors
Missouri
$1.95M +$610K +59,694 +45%
LWMT
284
Legacy Wealth Management (Tennessee)
Tennessee
$1.92M -$375K -36,690 -16%
RFA
285
Radnor Financial Advisors
Pennsylvania
$1.91M +$27.4K +2,682 +1%
SIC
286
Sigma Investment Counselors
Michigan
$1.89M -$44.7K -4,374 -2%
WCM
287
Wealthcare Capital Management
Virginia
$1.86M +$199K +19,452 +12%
AWM
288
Apollon Wealth Management
South Carolina
$1.86M -$16.1M -1,574,154 -90%
ICM
289
Intrepid Capital Management
Florida
$1.85M +$1.63M +159,636 +753%
CWP
290
Capital Wealth Planning
Florida
$1.83M +$260K +25,470 +17%
AMG
291
Asset Management Group
Connecticut
$1.83M +$520K +50,970 +40%
HI
292
Human Investing
Oregon
$1.83M +$156K +15,318 +9%
LFS
293
Lutz Financial Services
Nebraska
$1.8M +$1.8M +176,562 New
TC
294
TownSquare Capital
Utah
$1.79M +$1.79M +159,702 New
FHB
295
First Hawaiian Bank
Hawaii
$1.79M – – –
VCM
296
Vivaldi Capital Management
Illinois
$1.77M +$343K +33,564 +24%
A
297
AdvicePeriod
California
$1.77M +$422K +41,340 +31%
TAM
298
Townsend Asset Management
North Carolina
$1.77M +$5.21K +510 +0.3%
FRA
299
Front Row Advisors
California
$1.76M -$6.85K -594 -0.4%
CGFA
300
Colton Groome Financial Advisors
North Carolina
$1.72M -$2.17M -212,334 -56%
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