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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 %
NCM
301
Northwest Capital Management
Oregon
$1.7M +$609K +59,598 +56%
PA
302
Parallel Advisors
California
$1.7M +$479K +46,896 +39%
WWM
303
Western Wealth Management
Colorado
$1.69M +$42.2K +4,134 +3%
AOWM
304
Alpha Omega Wealth Management
Virginia
$1.65M -$2.98M -291,594 -64%
AMM
305
American Money Management
California
$1.65M -$99.4K -9,732 -6%
Bank of New York Mellon
306
Bank of New York Mellon
New York
$1.63M -$849K -83,214 -34%
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$1.63M -$125K -12,522 -7%
SIAS
308
Shine Investment Advisory Services
Colorado
$1.62M -$395K -38,700 -20%
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.62M -$45K -4,404 -3%
MCM
310
Mainstay Capital Management
Michigan
$1.6M -$96.7K -9,906 -6%
WWM
311
Windsor Wealth Management
Indiana
$1.58M +$51.3K +5,022 +3%
CIM
312
Contravisory Investment Management
Massachusetts
$1.56M +$1.12M +109,392 +250%
SP
313
Successful Portfolios
Florida
$1.55M +$516K +50,544 +50%
SFG
314
SNS Financial Group
Minnesota
$1.55M -$362K -35,442 -19%
APP
315
Avantax Planning Partners
Iowa
$1.53M +$49.5K +4,854 +3%
ACM
316
AlphaStar Capital Management
North Carolina
$1.53M +$1.34M +126,996 +727%
CWM
317
Confluence Wealth Management
Oregon
$1.52M +$1.52M +148,782 New
DSC
318
Duncker Streett & Co
Missouri
$1.52M +$49.1K +4,812 +3%
ECML
319
Eagle Capital Management (Louisiana)
Louisiana
$1.51M -$452K -44,286 -23%
CAN
320
Cetera Advisor Networks
California
$1.5M +$102K +10,008 +7%
Goldman Sachs
321
Goldman Sachs
New York
$1.49M +$404K +39,570 +37%
TIM
322
Total Investment Management
Arizona
$1.48M -$109K -10,686 -7%
RC
323
Roundview Capital
New Jersey
$1.47M +$151K +14,778 +11%
CHA
324
Carmichael Hill & Associates
Maryland
$1.44M +$208K +20,406 +17%
SAM
325
Shone Asset Management
California
$1.41M +$1.41M +123,942 New
11 12
13
14 15