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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 %
MFG
426
MidWestOne Financial Group
Iowa
$888K -$986K -77,088 -53%
VFA
427
Valeo Financial Advisors
Indiana
$876K +$63.6K +4,968 +8%
VWA
428
V Wealth Advisors
Kansas
$870K – – –
BSW
429
Buckingham Strategic Wealth
Missouri
$870K +$82K +6,408 +10%
APW
430
Aurora Private Wealth
New Jersey
$860K +$860K +67,194 New
SFG
431
StrategIQ Financial Group
Indiana
$859K – – –
SFSIG
432
San Francisco Sentry Investment Group
California
$855K +$19.4K +1,512 +2%
CA
433
Cetera Advisors
Colorado
$840K +$295K +22,944 +54%
FNBT
434
FineMark National Bank & Trust
Florida
$834K -$14.6K -1,140 -2%
TW
435
Transform Wealth
Colorado
$830K -$96.9K -7,572 -10%
SAM
436
Summit Asset Management
Tennessee
$825K – – –
FC
437
Fusion Capital
South Carolina
$816K +$816K +63,780 New
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$812K +$16K +1,248 +2%
SWM
439
SigFig Wealth Management
California
$807K -$20K -1,560 -2%
KIA
440
KCM Investment Advisors
California
$801K +$144K +11,238 +22%
WTC
441
WhitTier Trust Company
Nevada
$800K – – –
JCM
442
Jacobsen Capital Management
Utah
$791K -$539K -42,120 -41%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$784K +$3.15K +246 +0.4%
BRWM
444
B. Riley Wealth Management
Tennessee
$783K -$24.9K -1,944 -3%
PA
445
Paracle Advisors
Washington
$781K +$163K +12,762 +26%
ACA
446
Ackerman Capital Advisors
Texas
$779K +$61.4K +4,800 +9%
LRPA
447
L. Roy Papp & Associates
Arizona
$758K -$5.14K -402 -0.7%
VCM
448
Versant Capital Management
Arizona
$753K +$2.07K +162 +0.3%
RCA
449
Reitz Capital Advisors
Michigan
$752K -$6.53K -510 -0.9%
HIC
450
Holderness Investments Company
North Carolina
$748K -$7.22K -564 -1%
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