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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
376
Raymond James & Associates
Florida
$1.08M +$216K +17,454 +25%
RWMH
377
Riverpoint Wealth Management Holdings
Illinois
$1.08M -$2.34M -189,408 -69%
IFS
378
Ifrah Financial Services
Arkansas
$1.07M +$62.9K +5,094 +6%
FPCG
379
Fort Pitt Capital Group
Pennsylvania
$1.07M -$213K -17,274 -17%
BJL
380
Brighton Jones LLC
Washington
$1.06M +$370 +30 +0%
WP
381
WealthPLAN Partners
Nebraska
$1.05M -$133K -9,876 -11%
BAM
382
Berkshire Asset Management
Pennsylvania
$1.04M -$379K -30,696 -27%
PSUF
383
People's United Financial
Connecticut
$1.04M -$55.6K -4,500 -5%
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.04M -$43.4K -3,510 -4%
AFP
385
Ausdal Financial Partners
Iowa
$1.04M +$1.56K +126 +0.2%
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$1.03M -$15.9K -1,284 -2%
BFG
387
Bouchey Financial Group
New York
$1.03M -$69.5K -5,628 -6%
MWM
388
Meridian Wealth Management
Kentucky
$1.03M -$13.2K -1,068 -1%
SIAS
389
Shine Investment Advisory Services
Colorado
$1.02M -$938K -75,942 -48%
IC
390
IEQ Capital
California
$1.02M +$371 +30 +0%
TCM
391
Twele Capital Management
Minnesota
$1.02M +$1.04K +84 +0.1%
TC
392
Tatro Capital
Kentucky
$1.02M +$1.02M +82,452 New
SWP
393
Stratos Wealth Partners
Ohio
$1.02M +$32.2K +2,604 +3%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$1.01M -$128K -10,344 -11%
PAM
395
Peak Asset Management
Colorado
$1M -$327K -26,502 -25%
MCWS
396
McKinley Carter Wealth Services
West Virginia
$991K -$5.41K -438 -0.5%
SCM
397
Southport Capital Management
Tennessee
$975K +$11.9K +960 +1%
DTC
398
Davidson Trust Company
Washington
$970K – – –
JPLA
399
Joseph P. Lucia & Associates
New York
$955K +$5.71K +462 +0.6%
JCM
400
Jacobsen Capital Management
Utah
$939K +$939K +76,074 New
14 15
16
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