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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 %
JCM
401
Jacobsen Capital Management
Utah
$1M -$17.8K -1,326 -2%
WTC
402
WhitTier Trust Company
Nevada
$999K – – –
BFG
403
Bouchey Financial Group
New York
$996K -$119K -8,886 -11%
PA
404
Pinnacle Associates
New York
$994K +$29.1K +2,166 +3%
FNBT
405
FineMark National Bank & Trust
Florida
$993K +$199K +14,796 +25%
JPLA
406
Joseph P. Lucia & Associates
New York
$987K -$52.6K -3,912 -5%
BlackRock
407
BlackRock
New York
$978K -$28.5K -2,118 -3%
SWM
408
SigFig Wealth Management
California
$963K -$13.9K -1,044 -1%
HIC
409
Holderness Investments Company
North Carolina
$959K +$25.6K +1,902 +3%
KIA
410
KCM Investment Advisors
California
$957K -$1.01M -75,222 -51%
TA
411
Tiedemann Advisors
New York
$954K +$3.79K +282 +0.4%
LIA
412
LBMC Investment Advisors
Tennessee
$945K – – –
AC
413
Alley Company
Illinois
$945K +$25.9K +1,926 +3%
CB
414
Commerce Bank
Missouri
$941K +$941K +70,074 New
AP
415
Adero Partners
California
$937K -$32.1K -2,388 -3%
Calamos Advisors
416
Calamos Advisors
Illinois
$937K +$28.7K +2,136 +3%
CCA
417
Column Capital Advisors
Indiana
$928K +$81 +6 +0%
GG
418
GenWealth Group
New Jersey
$924K -$95.9K -7,002 -9%
VWA
419
Visionary Wealth Advisors
Illinois
$919K +$40.8K +3,036 +5%
CAI
420
Capital Advisors Inc
Oklahoma
$917K +$2.9K +216 +0.3%
WIC
421
Whitegate Investment Counselors
New Hampshire
$913K -$91.3K -6,792 -9%
JWBC
422
John W. Brooker & Co
California
$907K +$2.66K +198 +0.3%
Renaissance Technologies
423
Renaissance Technologies
New York
$895K -$960K -71,400 -52%
SSB
424
Sandy Spring Bank
Maryland
$893K -$60.5K -4,500 -6%
PA
425
Paracle Advisors
Washington
$893K -$967 -72 -0.1%
15 16
17
18 19