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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 %
VFP
351
Verus Financial Partners
Virginia
$1.47M +$1.47M +109,380 New
TI
352
Trexquant Investment
Connecticut
$1.44M +$1.44M +106,782 New
LWM
353
Laidlaw Wealth Management
New York
$1.43M -$57.1K -4,248 -4%
DP
354
DDD Partners
Washington
$1.41M +$34K +2,532 +2%
AIS
355
American Investment Services
Massachusetts
$1.4M – – –
TC
356
TownSquare Capital
Utah
$1.39M -$724K -53,748 -34%
TPA
357
Trivium Point Advisory
Connecticut
$1.39M +$712K +52,932 +105%
SIC
358
Sigma Investment Counselors
Michigan
$1.39M -$1.04M -77,670 -43%
EWA
359
EP Wealth Advisors
California
$1.39M -$180K -13,410 -12%
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$207K -15,402 -13%
CA
361
Capital Advantage
California
$1.38M -$15.2K -1,110 -1%
SCM
362
Spreng Capital Management
Ohio
$1.37M -$16.1K -1,200 -1%
GAM
363
Garrison Asset Management
Arkansas
$1.36M +$2.82K +210 +0.2%
APSI
364
Asset Planning Services Inc
Louisiana
$1.35M – – –
PWA
365
Physician Wealth Advisors
Utah
$1.35M -$4.54K -342 -0.3%
PA
366
PFG Advisors
Arizona
$1.34M +$127K +9,252 +10%
MFT
367
Moisand Fitzgerald Tamayo
Florida
$1.34M -$59.2K -4,404 -4%
CIC
368
Carnegie Investment Counsel
Ohio
$1.32M -$147K -10,938 -10%
GSIS
369
Global Strategic Investment Solutions
Arizona
$1.31M +$18.7K +1,392 +1%
G
370
Gainplan
Michigan
$1.3M -$48K -3,570 -4%
SBH
371
Segall Bryant & Hamill
Illinois
$1.29M +$99.9K +7,452 +8%
CCWA
372
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$806 -60 -0.1%
VA
373
Valmark Advisers
Ohio
$1.27M +$1.27M +94,158 New
NFG
374
Nations Financial Group
Iowa
$1.24M -$17.7K -1,320 -1%
OC
375
Oppenheimer & Co
New York
$1.23M -$239K -17,766 -16%
13 14
15
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