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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 %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$2M -$55K -4,368 -3%
PA
302
Parallel Advisors
California
$1.99M -$59K -4,782 -3%
TC
303
TownSquare Capital
Utah
$1.98M -$32.9K -2,616 -2%
TAM
304
Townsend Asset Management
North Carolina
$1.98M -$161K -13,074 -8%
PIA
305
Pinion Investment Advisors
Kansas
$1.94M +$435K +35,178 +29%
SLT
306
St Louis Trust
Missouri
$1.94M +$1.94M +156,798 New
SFS
307
Summit Financial Strategies
Ohio
$1.93M +$590K +47,796 +44%
LFS
308
Lutz Financial Services
Nebraska
$1.92M -$261K -21,144 -12%
WWM
309
Western Wealth Management
Colorado
$1.91M -$128K -10,320 -6%
DSC
310
Duncker Streett & Co
Missouri
$1.9M +$70.8K +5,736 +4%
MHR
311
Matthew Hamilton Rosenberg
$1.89M +$800K +64,752 +73%
FRA
312
Front Row Advisors
California
$1.87M -$11.5K -930 -0.6%
RIM
313
Rockbridge Investment Management
New York
$1.86M +$1.86M +150,486 New
WWM
314
Windsor Wealth Management
Indiana
$1.83M -$86.2K -6,984 -5%
WCM
315
Wealthcare Capital Management
Virginia
$1.83M -$426K -34,464 -19%
KIA
316
KCM Investment Advisors
California
$1.81M +$1.04M +84,138 +135%
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.8M -$160K -12,990 -8%
NCM
318
Northwest Capital Management
Oregon
$1.79M -$262K -21,174 -13%
ECM
319
Elgethun Capital Management
South Dakota
$1.77M -$842K -68,184 -32%
AOWM
320
Alpha Omega Wealth Management
Virginia
$1.75M -$246K -19,914 -12%
SPFA
321
Summit Place Financial Advisors
New Jersey
$1.75M +$84.5K +6,840 +5%
CWS
322
Cypress Wealth Services
California
$1.75M -$1.93M -156,234 -52%
CHA
323
Carmichael Hill & Associates
Maryland
$1.74M +$6.15K +498 +0.4%
CAN
324
Cetera Advisor Networks
California
$1.72M -$92.4K -7,482 -5%
IAN
325
Integrated Advisors Network
Texas
$1.72M +$512K +41,418 +42%
11 12
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