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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 %
Renaissance Technologies
326
Renaissance Technologies
New York
$1.7M +$682K +55,200 +67%
RC
327
Roundview Capital
New Jersey
$1.69M -$85.3K -6,906 -5%
AC
328
Abbrea Capital
California
$1.68M +$60.6K +4,908 +4%
OFG
329
Oxford Financial Group
Indiana
$1.66M +$9.63K +780 +0.6%
3C
330
361 Capital
Colorado
$1.66M +$157K +12,720 +10%
SFG
331
SNS Financial Group
Minnesota
$1.65M -$218K -17,676 -12%
FI
332
FormulaFolio Investments
Michigan
$1.63M +$71.4K +5,778 +5%
PFM
333
Phillips Financial Management
Indiana
$1.62M +$40.8K +3,306 +3%
APP
334
Avantax Planning Partners
Iowa
$1.6M -$258K -20,892 -14%
Financial Engines Advisors
335
Financial Engines Advisors
California
$1.59M +$1M +81,390 +171%
HWMG
336
Hurlow Wealth Management Group
Indiana
$1.59M -$3.09M -245,208 -66%
KWM
337
Kingsview Wealth Management
Oregon
$1.59M -$25.9K -2,100 -2%
SWM
338
SeaCrest Wealth Management
New York
$1.55M +$16.8K +1,362 +1%
CCM
339
CWH Capital Management
Washington
$1.52M -$11.8M -953,070 -89%
SG
340
Somerset Group
Minnesota
$1.5M +$815K +66,024 +118%
BFA
341
Beaumont Financial Advisors
Massachusetts
$1.48M -$181K -14,670 -11%
CCFM
342
Clear Creek Financial Management
Washington
$1.48M +$1.48M +119,634 New
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M +$38.5K +3,120 +3%
Lazard Asset Management
344
Lazard Asset Management
New York
$1.46M +$1.46M +117,942 New
EWA
345
EP Wealth Advisors
California
$1.44M -$5.19K -420 -0.4%
CIR
346
Clear Investment Research
Georgia
$1.43M +$114K +9,204 +9%
SAM
347
Shone Asset Management
California
$1.42M -$183K -14,130 -11%
SQA
348
Simon Quick Advisors
New Jersey
$1.41M -$2.1M -170,178 -60%
EVC
349
Eidelman Virant Capital
Missouri
$1.39M +$45.8K +3,708 +3%
SIA
350
Starfire Investment Advisers
Michigan
$1.38M +$1.48K +120 +0.1%
12 13
14
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