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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 %
JWBC
426
John W. Brooker & Co
California
$831K -$95.8K -7,764 -10%
PA
427
Paracle Advisors
Washington
$822K -$8.08K -654 -1%
VWA
428
Visionary Wealth Advisors
Illinois
$807K -$8.59M -695,472 -91%
LFA
429
Legend Financial Advisors
Pennsylvania
$801K -$633K -51,234 -44%
SHA
430
Seneca House Advisors
Virginia
$798K -$128K -10,380 -14%
AIM
431
Aspen Investment Management
Michigan
$797K -$7.33K -594 -0.9%
WSTAM
432
Wilbanks Smith & Thomas Asset Management
Virginia
$796K +$23.9K +1,932 +3%
SFSIG
433
San Francisco Sentry Investment Group
California
$792K +$54.2K +4,386 +7%
Northern Trust
434
Northern Trust
Illinois
$783K -$115K -9,276 -13%
APW
435
Aurora Private Wealth
New Jersey
$776K -$633K -51,258 -45%
CAM
436
Cozad Asset Management
Illinois
$765K +$765K +61,980 New
MA
437
Modus Advisors
Minnesota
$761K +$486K +39,366 +177%
VCM
438
Vision Capital Management
Oregon
$760K +$241K +19,536 +47%
WCG
439
Wall Capital Group
Arizona
$759K +$259K +21,000 +52%
LWAC
440
Laurel Wealth Advisors (California)
California
$756K +$2.67K +216 +0.4%
NGA
441
Naples Global Advisors
Florida
$749K +$33.7K +2,730 +5%
SFG
442
StrategIQ Financial Group
Indiana
$731K – – –
FNBT
443
FineMark National Bank & Trust
Florida
$730K -$90.8K -7,350 -11%
PWW
444
Pettyjohn Wood & White
Virginia
$724K – – –
SAM
445
Summit Asset Management
Tennessee
$712K -$84.5K -6,840 -11%
PP
446
Palladium Partners
Virginia
$712K +$2.97K +240 +0.4%
VPIM
447
Vanguard Personalized Indexing Management
California
$705K +$705K +57,108 New
LWMM
448
Legacy Wealth Management (Mississippi)
Mississippi
$704K – – –
IF
449
Ironwood Financial
Arizona
$689K -$17.7K -1,434 -3%
CA
450
Cetera Advisors
Colorado
$672K -$108K -8,760 -14%
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