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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 %
MCM
301
Mainstay Capital Management
Michigan
$2.21M +$13.9K +1,032 +0.6%
SC
302
Slow Capital
California
$2.18M +$1.19M +88,212 +119%
EWM
303
Elmwood Wealth Management
California
$2.13M – – –
Financial Engines Advisors
304
Financial Engines Advisors
California
$2.12M +$387K +28,806 +22%
CHA
305
Carmichael Hill & Associates
Maryland
$2.11M +$213K +15,870 +11%
SLT
306
St Louis Trust
Missouri
$2.11M – – –
VFA
307
Valeo Financial Advisors
Indiana
$2.1M +$1.11M +82,416 +111%
SFS
308
Summit Financial Strategies
Ohio
$2.1M – – –
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$2.09M -$56.9K -4,224 -3%
LFS
310
Lutz Financial Services
Nebraska
$2.07M -$21.4K -1,596 -1%
BC
311
Burleson & Co
California
$2.06M -$6.67M -472,824 -76%
WWM
312
Western Wealth Management
Colorado
$2M -$81.8K -6,090 -4%
SPFA
313
Summit Place Financial Advisors
New Jersey
$1.98M +$75.8K +5,640 +4%
TAM
314
Townsend Asset Management
North Carolina
$1.97M -$176K -13,128 -8%
NCM
315
Northwest Capital Management
Oregon
$1.95M -$1.53K -114 -0.1%
PIA
316
Pinion Investment Advisors
Kansas
$1.94M – – –
ECM
317
Elgethun Capital Management
South Dakota
$1.93M +$5.24K +390 +0.3%
AOWM
318
Alpha Omega Wealth Management
Virginia
$1.92M +$12K +894 +0.6%
WWM
319
Windsor Wealth Management
Indiana
$1.9M -$121K -8,868 -6%
LWMT
320
Legacy Wealth Management (Tennessee)
Tennessee
$1.89M -$571K -42,522 -23%
RIM
321
Rockbridge Investment Management
New York
$1.89M -$133K -9,906 -7%
EVC
322
Eidelman Virant Capital
Missouri
$1.84M +$315K +23,286 +21%
CAN
323
Cetera Advisor Networks
California
$1.84M -$32.6K -2,424 -2%
AC
324
Abbrea Capital
California
$1.82M -$8.47K -630 -0.5%
RC
325
Roundview Capital
New Jersey
$1.79M -$47.7K -3,546 -3%
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