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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$863M
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
426
Pinnacle Family Advisors
Missouri
$646K -$692K -67,770 -52%
CA
427
Cetera Advisors
Colorado
$645K -$23K -2,250 -3%
WSTAM
428
Wilbanks Smith & Thomas Asset Management
Virginia
$639K -$9.26K -906 -1%
KIA
429
KCM Investment Advisors
California
$636K -$2.64K -258 -0.4%
LWAC
430
Laurel Wealth Advisors (California)
California
$623K -$99K -9,696 -14%
BSW
431
Buckingham Strategic Wealth
Missouri
$621K -$72.9K -7,146 -11%
SFSIG
432
San Francisco Sentry Investment Group
California
$610K -$72.5K -7,092 -11%
SFG
433
StrategIQ Financial Group
Indiana
$604K -$80.9K -7,926 -12%
RCA
434
Reitz Capital Advisors
Michigan
$600K +$306 +30 +0.1%
PWW
435
Pettyjohn Wood & White
Virginia
$598K +$15.3K +1,500 +3%
NGA
436
Naples Global Advisors
Florida
$591K +$93.4K +9,144 +19%
LRPA
437
L. Roy Papp & Associates
Arizona
$586K -$18.4K -1,800 -3%
PP
438
Palladium Partners
Virginia
$586K -$5.64K -552 -1%
IF
439
Ironwood Financial
Arizona
$584K -$2.68M -262,278 -82%
LWMM
440
Legacy Wealth Management (Mississippi)
Mississippi
$582K -$980K -96,000 -63%
SG
441
Somerset Group
Minnesota
$569K +$103K +10,104 +22%
BL
442
BFSG LLC
California
$565K -$14.9K -1,458 -3%
HWA
443
Heritage Wealth Advisors
Virginia
$560K +$7.41K +726 +1%
HIC
444
Holderness Investments Company
North Carolina
$549K -$47.9K -4,692 -8%
HP
445
HT Partners
Connecticut
$546K +$38.9K +3,804 +8%
GG
446
GenWealth Group
New Jersey
$537K – – –
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$499K -$413K -40,476 -45%
BCM
449
BTR Capital Management
California
$498K – – –
RA
450
RFG Advisory
Alabama
$497K +$497K +48,732 New
16 17
18
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