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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 %
PAM
426
Peak Asset Management
Colorado
$890K -$200K -14,880 -18%
AWM
427
AE Wealth Management
Kansas
$885K -$67.6K -5,028 -7%
SC
428
Schoolcraft Capital
Colorado
$884K -$20.4K -1,518 -2%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$877K +$11.2K +834 +1%
LWAC
430
Laurel Wealth Advisors (California)
California
$874K +$51.3K +3,816 +6%
AIM
431
Aspen Investment Management
Michigan
$871K +$2.98K +222 +0.3%
PCM
432
Pennsylvania Capital Management
Pennsylvania
$853K +$853K +62,442 New
Northern Trust
433
Northern Trust
Illinois
$846K -$6.53K -486 -0.8%
NGA
434
Naples Global Advisors
Florida
$845K +$30.4K +2,262 +4%
RCA
435
Reitz Capital Advisors
Michigan
$845K +$470K +35,010 +125%
APW
436
Aurora Private Wealth
New Jersey
$839K -$5.49K -408 -0.6%
CAM
437
Cozad Asset Management
Illinois
$833K – – –
SWM
438
Southern Wealth Management
Texas
$818K -$3.07M -228,258 -79%
SHA
439
Seneca House Advisors
Virginia
$813K -$55.3K -4,116 -6%
VCM
440
Vision Capital Management
Oregon
$808K -$18.1K -1,344 -2%
PWW
441
Pettyjohn Wood & White
Virginia
$807K +$19.4K +1,440 +2%
SFSIG
442
San Francisco Sentry Investment Group
California
$794K -$67.7K -5,034 -8%
TW
443
Transform Wealth
Colorado
$794K +$128K +9,546 +19%
Janney Montgomery Scott
444
Janney Montgomery Scott
Pennsylvania
$791K +$114K +8,520 +17%
IF
445
Ironwood Financial
Arizona
$787K +$37K +2,754 +5%
TC
446
TAP Consulting
Missouri
$785K +$380K +28,230 +94%
PP
447
Palladium Partners
Virginia
$771K -$3.22K -240 -0.4%
VPIM
448
Vanguard Personalized Indexing Management
California
$767K – – –
LWMM
449
Legacy Wealth Management (Mississippi)
Mississippi
$766K – – –
SAM
450
Summit Asset Management
Tennessee
$764K -$10.5K -780 -1%
16 17
18
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