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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 %
KWM
376
Kingsview Wealth Management
Oregon
$1.22M -$509K -37,890 -30%
JCM
377
Jacobi Capital Management
Pennsylvania
$1.21M +$482K +35,832 +66%
BAM
378
Berkshire Asset Management
Pennsylvania
$1.18M +$49.9K +3,714 +4%
PSUF
379
People's United Financial
Connecticut
$1.18M +$53K +3,942 +5%
RWMH
380
Riverpoint Wealth Management Holdings
Illinois
$1.17M +$645 +48 +0.1%
DTC
381
Davidson Trust Company
Washington
$1.15M +$94.5K +7,038 +9%
LWANC
382
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M -$3.39K -252 -0.3%
BJL
383
Brighton Jones LLC
Washington
$1.12M -$38K -2,826 -3%
IC
384
IEQ Capital
California
$1.11M +$564 +42 +0.1%
PFWA
385
Paces Ferry Wealth Advisors
Georgia
$1.11M +$1.11M +82,692 New
TCM
386
Twele Capital Management
Minnesota
$1.11M -$4.84K -360 -0.4%
TC
387
Tatro Capital
Kentucky
$1.09M -$15.6K -1,158 -1%
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$10.7K -798 -1%
SWP
389
Stratos Wealth Partners
Ohio
$1.08M -$24K -1,788 -2%
IFS
390
Ifrah Financial Services
Arkansas
$1.07M -$99.2K -7,380 -8%
WCFA
391
Walkner Condon Financial Advisors
Wisconsin
$1.07M +$1.07M +79,338 New
SCM
392
Southport Capital Management
Tennessee
$1.06M – – –
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$1.06M -$66.1K -4,920 -6%
ASN
394
Advisory Services Network
Georgia
$1.06M -$273K -20,292 -21%
MA
395
Modus Advisors
Minnesota
$1.05M +$226K +16,830 +27%
WP
396
WealthPLAN Partners
Nebraska
$1.05M -$55.9K -3,942 -5%
FCM
397
Firestone Capital Management
Florida
$1.03M +$35.1K +2,610 +4%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$1.02M +$1.02M +75,510 New
CCMD
399
Cypress Capital Management (Delaware)
Delaware
$1.01M +$7.1K +528 +0.7%
RJA
400
Raymond James & Associates
Florida
$1.01M -$165K -12,294 -14%
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16
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