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

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
AssetMark Inc
California
$111M
3
TIM
Total Investment Management
Arizona
$1.99M
4
SEI Investments
SEI Investments
Pennsylvania
$1.35B
5
SHJ
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
401
Tanglewood Wealth Management
Texas
$1.11M -$17.4K -1,362 -2%
BJL
402
Brighton Jones LLC
Washington
$1.11M +$45.9K +3,588 +4%
APSI
403
Asset Planning Services Inc
Louisiana
$1.1M -$30.3K -2,370 -3%
IFS
404
Ifrah Financial Services
Arkansas
$1.1M -$12.4K -972 -1%
MWM
405
Meridian Wealth Management
Kentucky
$1.09M -$62K -4,848 -5%
Northern Trust
406
Northern Trust
Illinois
$1.06M +$307K +24,000 +41%
IC
407
IEQ Capital
California
$1.06M +$1.06M +82,998 New
TCM
408
Twele Capital Management
Minnesota
$1.06M +$31.8K +2,484 +3%
IAA
409
Independent Advisor Alliance
North Carolina
$1.05M +$552K +43,146 +111%
DTC
410
Davidson Trust Company
Washington
$1.01M +$1.01M +78,570 New
AFP
411
Ausdal Financial Partners
Iowa
$990K +$12.8K +984 +1%
Nomura Asset Management
412
Nomura Asset Management
Japan
$986K – – –
JPLA
413
Joseph P. Lucia & Associates
New York
$974K +$19.4K +1,518 +2%
PA
414
Pinnacle Associates
New York
$968K -$28.3K -2,208 -3%
Calamos Advisors
415
Calamos Advisors
Illinois
$961K -$7.22K -564 -0.7%
SSB
416
Sandy Spring Bank
Maryland
$960K +$3.46K +270 +0.4%
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$952K +$845 +66 +0.1%
BlackRock
418
BlackRock
New York
$948K +$22K +1,716 +2%
TA
419
Tiedemann Advisors
New York
$944K -$833K -65,052 -47%
CCMD
420
Cypress Capital Management (Delaware)
Delaware
$944K +$768 +60 +0.1%
CBFP
421
Cedar Brook Financial Partners
Ohio
$933K -$494K -38,610 -35%
SFS
422
Summit Financial Strategies
Ohio
$920K +$308K +24,078 +50%
LWAC
423
Laurel Wealth Advisors (California)
California
$905K -$260K -20,280 -22%
LIA
424
LBMC Investment Advisors
Tennessee
$900K – – –
AP
425
Adero Partners
California
$895K +$895K +69,948 New
15 16
17
18 19