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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 %
BPWA
326
Beacon Pointe Wealth Advisors
California
$1.87M -$94.5K -7,380 -5%
APP
327
Avantax Planning Partners
Iowa
$1.86M -$44.4K -3,468 -2%
DSC
328
Duncker Streett & Co
Missouri
$1.84M -$37.8K -2,952 -2%
Citadel Advisors
329
Citadel Advisors
Florida
$1.81M +$1.81M +141,414 New
VCM
330
Vivaldi Capital Management
Illinois
$1.8M +$101K +7,884 +6%
EVC
331
Eidelman Virant Capital
Missouri
$1.76M -$15.9K -1,242 -0.9%
CAN
332
Cetera Advisor Networks
California
$1.75M +$264K +20,562 +18%
OFG
333
Oxford Financial Group
Indiana
$1.7M +$21K +1,644 +1%
A
334
AdvicePeriod
California
$1.69M -$46.8K -3,660 -3%
DSA
335
Droms Strauss Advisors
Missouri
$1.68M +$19K +1,488 +1%
PIA
336
Pinion Investment Advisors
Kansas
$1.68M +$115K +8,958 +7%
Susquehanna International Group
337
Susquehanna International Group
Pennsylvania
$1.68M -$22.2K -1,734 -1%
PFA
338
Pinnacle Family Advisors
Missouri
$1.68M +$4.84K +378 +0.3%
SPFA
339
Summit Place Financial Advisors
New Jersey
$1.66M +$1.66M +129,702 New
RC
340
Roundview Capital
New Jersey
$1.65M +$101K +7,896 +7%
AMG
341
Asset Management Group
Connecticut
$1.65M +$17.7K +1,380 +1%
ACM
342
Argent Capital Management
Missouri
$1.65M +$1.65M +128,472 New
GPFA
343
Game Plan Financial Advisors
Ohio
$1.62M +$1.62M +126,786 New
AC
344
Abbrea Capital
California
$1.62M -$23.4K -1,830 -1%
SIA
345
Starfire Investment Advisers
Michigan
$1.62M -$65K -5,076 -4%
BPA
346
Beacon Pointe Advisors
California
$1.62M +$262K +20,532 +19%
LFA
347
Legend Financial Advisors
Pennsylvania
$1.61M -$38K -2,970 -2%
MCWS
348
McKinley Carter Wealth Services
West Virginia
$1.59M +$132K +10,290 +9%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$1.58M +$597K +46,728 +60%
KWM
350
Kingsview Wealth Management
Oregon
$1.58M -$330K -25,764 -17%
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