SCHX icon

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 %
GSIS
376
Global Strategic Investment Solutions
Arizona
$978K +$57.7K +5,658 +6%
NFG
377
Nations Financial Group
Iowa
$954K +$22K +2,154 +2%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$938K -$2.36M -231,414 -72%
AFP
379
Ausdal Financial Partners
Iowa
$936K +$86K +7,692 +10%
VWA
380
V Wealth Advisors
Kansas
$933K +$182K +17,790 +24%
PCM
381
Pennsylvania Capital Management
Pennsylvania
$929K +$56K +5,712 +6%
AWM
382
AE Wealth Management
Kansas
$908K -$21.9K -2,148 -2%
BFG
383
Bouchey Financial Group
New York
$905K +$4.1K +402 +0.5%
MHR
384
Matthew Hamilton Rosenberg
$905K +$905K +88,572 New
PSUF
385
People's United Financial
Connecticut
$904K -$55.6K -5,442 -6%
LWANC
386
Laurel Wealth Advisors (North Carolina)
North Carolina
$893K +$134K +13,140 +18%
APSI
387
Asset Planning Services Inc
Louisiana
$891K +$16.8K +1,650 +2%
BJL
388
Brighton Jones LLC
Washington
$878K -$3.98K -390 -0.5%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$867K -$84.9K -8,322 -9%
MWM
390
Meridian Wealth Management
Kentucky
$858K -$11.7K -1,152 -1%
Renaissance Technologies
391
Renaissance Technologies
New York
$845K +$312K +30,600 +59%
IC
392
IEQ Capital
California
$843K -$3.8K -372 -0.4%
TCM
393
Twele Capital Management
Minnesota
$843K +$981 +96 +0.1%
IFS
394
Ifrah Financial Services
Arkansas
$836K -$37.9K -3,714 -4%
MCWS
395
McKinley Carter Wealth Services
West Virginia
$824K -$444K -43,470 -35%
SWP
396
Stratos Wealth Partners
Ohio
$812K -$81.8K -8,016 -9%
DTC
397
Davidson Trust Company
Washington
$802K – – –
SCM
398
Southport Capital Management
Tennessee
$796K -$107K -10,482 -12%
Calamos Advisors
399
Calamos Advisors
Illinois
$796K +$29.4K +2,874 +4%
JPLA
400
Joseph P. Lucia & Associates
New York
$785K +$7.72K +756 +1%
14 15
16
17 18