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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 %
GHA
276
GW Henssler & Associates
Georgia
$2.67M -$435K -32,382 -14%
CFMC
277
Curbstone Financial Management Corp
New Hampshire
$2.65M +$220K +16,380 +9%
ECM
278
ETrade Capital Management
Virginia
$2.61M -$71.6K -5,328 -3%
BFM
279
Broadview Financial Management
Wisconsin
$2.6M -$203K -15,078 -7%
VR
280
Viridian RIA
Washington
$2.59M -$107K -7,992 -4%
BFPW
281
BOK Financial Private Wealth
Colorado
$2.58M -$487K -36,204 -16%
RFA
282
Radnor Financial Advisors
Pennsylvania
$2.57M +$86.8K +6,462 +3%
AI
283
Atria Investments
North Carolina
$2.56M -$39.7K -2,952 -2%
VWA
284
VERITY Wealth Advisors
United States
$2.53M -$207K -15,426 -8%
CWM
285
CCG Wealth Management
California
$2.53M -$44.7K -3,324 -2%
AMM
286
American Money Management
California
$2.48M -$110K -8,214 -4%
AMG
287
Asset Management Group
Connecticut
$2.48M +$58.1K +4,320 +2%
MHR
288
Matthew Hamilton Rosenberg
$2.47M +$406K +30,228 +20%
PWMG
289
Prestige Wealth Management Group
New Jersey
$2.41M -$2.45M -182,028 -50%
HCM
290
Hollencrest Capital Management
California
$2.37M -$169K -12,552 -7%
RBA
291
Richard Bernstein Advisors
New York
$2.37M +$41.9K +3,120 +2%
FHB
292
First Hawaiian Bank
Hawaii
$2.35M – – –
FI
293
FormulaFolio Investments
Michigan
$2.35M +$580K +43,146 +33%
WCM
294
Wealthcare Capital Management
Virginia
$2.32M +$334K +24,822 +17%
FSWA
295
Financial Synergies Wealth Advisors
Texas
$2.31M -$1.49M -110,628 -39%
LFA
296
Landmark Financial Advisors
Kentucky
$2.31M -$414K -30,336 -15%
FAG
297
Financial Advisory Group
Texas
$2.24M -$1.21K -90 -0.1%
FRA
298
Front Row Advisors
California
$2.24M +$13.3K +906 +0.6%
PA
299
Parallel Advisors
California
$2.22M +$53.3K +3,966 +2%
DSC
300
Duncker Streett & Co
Missouri
$2.22M +$146K +10,836 +7%
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