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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 %
SCM
276
Stordahl Capital Management
Colorado
$2.49M -$50.8K -4,116 -2%
GC
277
Grimes & Company
Massachusetts
$2.48M +$46.2K +3,738 +2%
VR
278
Viridian RIA
Washington
$2.48M -$63.6K -5,154 -3%
ECM
279
ETrade Capital Management
Virginia
$2.47M -$230K -18,600 -9%
CWM
280
Confluence Wealth Management
Oregon
$2.45M +$616K +49,860 +34%
AI
281
Atria Investments
North Carolina
$2.39M +$2.39M +193,356 New
AMM
282
American Money Management
California
$2.39M +$391K +31,692 +20%
Jane Street
283
Jane Street
New York
$2.37M -$3.04M -245,826 -56%
CWM
284
CCG Wealth Management
California
$2.36M -$6.61M -535,512 -74%
HCM
285
Hollencrest Capital Management
California
$2.33M -$150K -12,126 -6%
RFA
286
Radnor Financial Advisors
Pennsylvania
$2.28M -$30.5K -2,472 -1%
Bank of New York Mellon
287
Bank of New York Mellon
New York
$2.27M +$296K +23,928 +15%
LWMT
288
Legacy Wealth Management (Tennessee)
Tennessee
$2.26M -$63.7K -5,160 -3%
SF
289
Summit Financial
New Jersey
$2.25M -$945K -76,500 -30%
ICM
290
Intrepid Capital Management
Florida
$2.24M +$7.11K +576 +0.3%
SIC
291
Sigma Investment Counselors
Michigan
$2.23M -$48.4K -3,918 -2%
CFMC
292
Curbstone Financial Management Corp
New Hampshire
$2.23M +$705K +57,060 +46%
AMG
293
Asset Management Group
Connecticut
$2.23M +$9.11K +738 +0.4%
MMA
294
Miracle Mile Advisors
California
$2.17M -$224K -18,138 -9%
FHB
295
First Hawaiian Bank
Hawaii
$2.16M – – –
RBA
296
Richard Bernstein Advisors
New York
$2.14M -$3.02M -244,578 -59%
EWM
297
Elmwood Wealth Management
California
$2.13M -$1.27M -102,900 -37%
FAG
298
Financial Advisory Group
Texas
$2.06M +$631K +51,060 +44%
MCM
299
Mainstay Capital Management
Michigan
$2.02M – – –
HI
300
Human Investing
Oregon
$2.02M -$190K -15,402 -9%
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