SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

728 hedge funds and large institutions have $11.9B invested in Schwab US Large- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+95
Holders Change %
+15.01%
% of All Funds
14.38%
Holding in Top 10
155
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+20.16%
% of All Funds
3.06%
New
134
Increased
288
Reduced
230
Closed
30
Calls
$677K
Puts
$59.5M
Net Calls
-$58.9M
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
376
Successful Portfolios
Florida
$1.29M +$182K +14,220 +16%
IAN
377
Integrated Advisors Network
Texas
$1.28M +$1.28M +100,314 New
APG
378
Abacus Planning Group
South Carolina
$1.26M -$216K -16,884 -15%
WP
379
WealthPLAN Partners
Nebraska
$1.25M -$106K -7,860 -8%
LWM
380
Laidlaw Wealth Management
New York
$1.22M +$1.22M +95,448 New
PSUF
381
People's United Financial
Connecticut
$1.2M +$113K +8,814 +10%
CIC
382
Carnegie Investment Counsel
Ohio
$1.2M +$969K +75,708 +422%
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$1.2M +$113K +8,790 +10%
OC
384
Oppenheimer & Co
New York
$1.19M +$1.31K +102 +0.1%
TC
385
Tatro Capital
Kentucky
$1.18M +$1.18M +92,238 New
PWM
386
Perigon Wealth Management
California
$1.18M +$114K +8,862 +11%
SHA
387
Seneca House Advisors
Virginia
$1.17M -$279K -21,792 -19%
NFG
388
Nations Financial Group
Iowa
$1.17M -$62K -4,842 -5%
AWM
389
AE Wealth Management
Kansas
$1.17M +$218K +17,052 +23%
AIS
390
American Investment Services
Massachusetts
$1.16M -$6.53K -510 -0.6%
GSIS
391
Global Strategic Investment Solutions
Arizona
$1.16M -$83.5K -6,522 -7%
RPGK
392
Retirement Planning Group (Kansas)
Kansas
$1.14M -$4.53K -354 -0.4%
CW
393
CreativeOne Wealth
Kansas
$1.14M +$46K +3,588 +4%
PCM
394
Pennsylvania Capital Management
Pennsylvania
$1.14M +$1.14M +89,016 New
SC
395
Slow Capital
California
$1.13M +$38K +2,970 +3%
SCM
396
Southport Capital Management
Tennessee
$1.13M +$1.13M +88,464 New
BFG
397
Bouchey Financial Group
New York
$1.13M -$2.69K -210 -0.2%
MW
398
Marcum Wealth
Ohio
$1.13M +$1.13M +88,164 New
SWP
399
Stratos Wealth Partners
Ohio
$1.12M -$14.5K -1,134 -1%
AC
400
Alley Company
Illinois
$1.11M +$5.07K +396 +0.5%
14 15
16
17 18