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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 %
CAI
326
Capital Advisors Inc
Oklahoma
$1.39M +$1.39M +135,696 New
JG
327
Jefferies Group
New York
$1.38M +$1.38M +135,378 New
SPFA
328
Summit Place Financial Advisors
New Jersey
$1.38M +$54.8K +5,364 +4%
BFA
329
Beaumont Financial Advisors
Massachusetts
$1.37M +$1.1M +108,012 +409%
OFG
330
Oxford Financial Group
Indiana
$1.36M +$9.86K +966 +0.7%
AC
331
Abbrea Capital
California
$1.34M +$50.1K +4,908 +4%
KWM
332
Kingsview Wealth Management
Oregon
$1.33M +$74.5K +7,296 +6%
FFA
333
First Foundation Advisors
California
$1.33M +$1.08M +105,882 +437%
FI
334
FormulaFolio Investments
Michigan
$1.29M -$3.63M -355,698 -74%
KM
335
Kalos Management
Georgia
$1.28M -$6.4M -549,336 -83%
SWM
336
SeaCrest Wealth Management
New York
$1.27M -$287K -28,140 -18%
WC
337
Waterloo Capital
Texas
$1.26M +$1.26M +123,522 New
CFMC
338
Curbstone Financial Management Corp
New Hampshire
$1.26M +$35.5K +3,480 +3%
GPFA
339
Game Plan Financial Advisors
Ohio
$1.25M -$46.3K -4,518 -4%
PIA
340
Pinion Investment Advisors
Kansas
$1.25M -$94.8K -9,282 -7%
PFM
341
Phillips Financial Management
Indiana
$1.25M +$182K +18,684 +17%
3C
342
361 Capital
Colorado
$1.24M -$281K -27,534 -18%
CA
343
Capital Advantage
California
$1.22M -$40.8K -3,588 -3%
TF
344
Trek Financial
Arizona
$1.21M -$553K -54,234 -31%
PPA
345
Parametric Portfolio Associates
Washington
$1.21M -$583K -57,108 -33%
EWA
346
EP Wealth Advisors
California
$1.19M -$1.23K -120 -0.1%
BAAM
347
Baker Avenue Asset Management
California
$1.19M +$1.19M +116,202 New
LFA
348
Legend Financial Advisors
Pennsylvania
$1.19M -$97.8K -9,576 -8%
FAG
349
Financial Advisory Group
Texas
$1.18M +$7.35K +720 +0.6%
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$1.07M +104,778 +989%
12 13
14
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