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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 %
BlackRock
401
BlackRock
New York
$925K +$45.1K +3,648 +5%
GG
402
GenWealth Group
New Jersey
$924K +$271K +21,834 +42%
WIC
403
Whitegate Investment Counselors
New Hampshire
$923K -$422K -34,146 -31%
WTC
404
WhitTier Trust Company
Nevada
$918K – – –
CCMD
405
Cypress Capital Management (Delaware)
Delaware
$918K – – –
VFA
406
Valeo Financial Advisors
Indiana
$914K +$62K +5,016 +7%
SC
407
Slow Capital
California
$913K +$518 +42 +0.1%
FCM
408
Firestone Capital Management
Florida
$912K +$426K +34,476 +88%
CAI
409
Capital Advisors Inc
Oklahoma
$910K -$906K -67,680 -50%
FIM
410
Frontier Investment Management
Texas
$908K +$349K +28,314 +63%
SWM
411
SigFig Wealth Management
California
$905K -$8.97K -726 -1%
AP
412
Adero Partners
California
$890K -$444 -36 -0%
PA
413
Pinnacle Associates
New York
$887K -$30.1K -2,436 -3%
Wolverine Trading
414
Wolverine Trading
Illinois
$879K +$644K +52,932 +274%
AWM
415
AE Wealth Management
Kansas
$875K -$223K -18,024 -20%
SSB
416
Sandy Spring Bank
Maryland
$875K – – –
TA
417
Tiedemann Advisors
New York
$873K +$2.3K +186 +0.3%
LIA
418
LBMC Investment Advisors
Tennessee
$869K – – –
VCWA
419
Vanguard Capital Wealth Advisors
Colorado
$864K +$864K +69,966 New
HIC
420
Holderness Investments Company
North Carolina
$857K +$193K +15,660 +29%
CCA
421
Column Capital Advisors
Indiana
$852K – – –
AC
422
Alley Company
Illinois
$845K -$104K -8,400 -11%
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$845K +$845K +68,424 New
Calamos Advisors
424
Calamos Advisors
Illinois
$834K -$128K -10,368 -13%
SC
425
Schoolcraft Capital
Colorado
$831K +$358K +29,016 +76%
15 16
17
18 19