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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 %
AI
301
Atria Investments
North Carolina
$2.25M +$370K +28,926 +20%
PPA
302
Parametric Portfolio Associates
Washington
$2.24M -$426K -33,270 -16%
FHB
303
First Hawaiian Bank
Hawaii
$2.24M +$1.62M +126,810 +262%
MCM
304
Mainstay Capital Management
Michigan
$2.22M +$35.4K +2,766 +2%
VCWA
305
Vanguard Capital Wealth Advisors
Colorado
$2.22M +$32.6K +2,544 +1%
TF
306
Trek Financial
Arizona
$2.21M -$962K -75,192 -30%
TAM
307
Townsend Asset Management
North Carolina
$2.21M +$2.21M +172,536 New
RJA
308
Raymond James & Associates
Florida
$2.21M +$205K +16,020 +10%
AMM
309
American Money Management
California
$2.19M -$4.23K -330 -0.2%
SPI
310
Santori & Peters Inc
Pennsylvania
$2.19M +$110K +8,580 +5%
LCC
311
Lincoln Capital Corp
Rhode Island
$2.18M +$30.2K +2,358 +1%
HI
312
Human Investing
Oregon
$2.09M +$138K +10,794 +7%
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.09M +$105K +8,202 +5%
WCM
314
Wealthcare Capital Management
Virginia
$2.08M – – –
WWM
315
Western Wealth Management
Colorado
$2.06M -$30K -2,346 -1%
PWA
316
Physician Wealth Advisors
Utah
$2.05M +$1.1K +84 +0.1%
WOC
317
West Oak Capital
California
$2.01M +$11.9K +930 +0.6%
TIM
318
Total Investment Management
Arizona
$1.99M -$56.9M -4,446,564 -97%
GSWM
319
Golden State Wealth Management
California
$1.99M +$1.99M +155,568 +324,100%
CWP
320
Capital Wealth Planning
Florida
$1.97M +$130K +10,152 +7%
LWMM
321
Legacy Wealth Management (Mississippi)
Mississippi
$1.96M +$1.96M +153,000 New
FRA
322
Front Row Advisors
California
$1.96M -$15.4K -1,200 -0.8%
SWM
323
SeaCrest Wealth Management
New York
$1.95M -$8.3K -648 -0.4%
WWM
324
Windsor Wealth Management
Indiana
$1.92M -$7.68K -600 -0.4%
3C
325
361 Capital
Colorado
$1.91M +$455K +35,562 +31%
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