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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 %
PFM
326
Phillips Financial Management
Indiana
$1.73M -$31.9K -2,376 -2%
APP
327
Avantax Planning Partners
Iowa
$1.73M -$12.2K -906 -0.7%
SWM
328
SeaCrest Wealth Management
New York
$1.73M +$40.5K +3,012 +2%
IAN
329
Integrated Advisors Network
Texas
$1.72M -$146K -10,866 -8%
CCM
330
CWH Capital Management
Washington
$1.71M +$65.1K +4,842 +4%
AFP
331
Ausdal Financial Partners
Iowa
$1.68M +$557K +41,478 +49%
BFA
332
Beaumont Financial Advisors
Massachusetts
$1.67M +$63.5K +4,728 +4%
SF
333
Summit Financial
New Jersey
$1.67M -$778K -57,876 -32%
GPFA
334
Game Plan Financial Advisors
Ohio
$1.67M +$1.67M +124,002 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$1.65M -$305K -22,662 -16%
MML Investors Services
336
MML Investors Services
Massachusetts
$1.64M +$215K +16,008 +15%
SG
337
Somerset Group
Minnesota
$1.64M +$726 +54 +0%
Goldman Sachs
338
Goldman Sachs
New York
$1.63M +$1.02M +75,738 +167%
CIR
339
Clear Investment Research
Georgia
$1.59M +$36.4K +2,712 +2%
Lazard Asset Management
340
Lazard Asset Management
New York
$1.58M – – –
JCIA
341
Jackson Creek Investment Advisors
Colorado
$1.58M +$1.58M +117,552 New
FNC
342
First National Corp
Massachusetts
$1.56M -$20.9K -7,602 -1%
SFG
343
SNS Financial Group
Minnesota
$1.53M -$264K -19,680 -15%
Citadel Advisors
344
Citadel Advisors
Florida
$1.52M +$816K +60,720 +116%
SP
345
Successful Portfolios
Florida
$1.52M +$63.5K +4,728 +4%
SAM
346
Shone Asset Management
California
$1.51M -$22.5K -1,608 -1%
HWMG
347
Hurlow Wealth Management Group
Indiana
$1.49M -$212K -15,762 -12%
SQA
348
Simon Quick Advisors
New Jersey
$1.48M -$60.1K -4,470 -4%
FCI
349
Financial Counselors Inc
Kansas
$1.47M +$2.82K +210 +0.2%
APG
350
Abacus Planning Group
South Carolina
$1.47M -$10.2K -756 -0.7%
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