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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 %
BAM
351
Berkshire Asset Management
Pennsylvania
$1.18M +$78K +7,638 +7%
APW
352
Aurora Private Wealth
New Jersey
$1.16M +$478K +46,872 +70%
AIS
353
American Investment Services
Massachusetts
$1.16M +$241K +23,592 +26%
SBH
354
Segall Bryant & Hamill
Illinois
$1.15M -$33.8K -3,312 -3%
PWA
355
Physician Wealth Advisors
Utah
$1.14M -$595K -53,730 -34%
SIA
356
Starfire Investment Advisers
Michigan
$1.14M -$152K -14,940 -12%
APG
357
Abacus Planning Group
South Carolina
$1.13M +$127K +12,444 +13%
FCI
358
Financial Counselors Inc
Kansas
$1.12M – – –
EVC
359
Eidelman Virant Capital
Missouri
$1.11M -$294K -28,764 -21%
WIC
360
Whitegate Investment Counselors
New Hampshire
$1.11M +$1.35K +132 +0.1%
SFS
361
Summit Financial Strategies
Ohio
$1.11M +$374K +36,672 +51%
CIC
362
Carnegie Investment Counsel
Ohio
$1.1M +$148K +14,544 +16%
PAM
363
Peak Asset Management
Colorado
$1.1M -$71K -6,954 -6%
MFT
364
Moisand Fitzgerald Tamayo
Florida
$1.1M -$54.5K -5,340 -5%
CIR
365
Clear Investment Research
Georgia
$1.09M +$796 +78 +0.1%
G
366
Gainplan
Michigan
$1.07M -$1.19M -116,412 -53%
SCM
367
Spreng Capital Management
Ohio
$1.07M +$691K +195,900 +185%
FPCG
368
Fort Pitt Capital Group
Pennsylvania
$1.06M -$30.4M -2,980,746 -97%
ASN
369
Advisory Services Network
Georgia
$1.06M +$3.86K +378 +0.4%
PA
370
PFG Advisors
Arizona
$1.06M -$264K -23,658 -20%
OC
371
Oppenheimer & Co
New York
$1.04M +$95K +9,312 +10%
GAM
372
Garrison Asset Management
Arkansas
$1.03M -$2.27K -222 -0.2%
LWM
373
Laidlaw Wealth Management
New York
$1.03M +$52.3K +5,118 +5%
IAN
374
Integrated Advisors Network
Texas
$997K -$26.9K -2,640 -3%
WP
375
WealthPLAN Partners
Nebraska
$995K -$59K -5,202 -6%
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