SCHX icon

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 %
PIP
451
Peachtree Investment Partners
Florida
$746K +$517K +40,338 +225%
PP
452
Palladium Partners
Virginia
$742K +$24.1K +1,884 +3%
PWW
453
Pettyjohn Wood & White
Virginia
$731K – – –
MML Investors Services
454
MML Investors Services
Massachusetts
$731K +$233K +18,162 +47%
JWBC
455
John W. Brooker & Co
California
$729K +$729K +56,916 New
BL
456
BFSG LLC
California
$727K +$6.22K +486 +0.9%
CCMG
457
Clark Capital Management Group
Pennsylvania
$710K +$8.68K +678 +1%
HWA
458
Heritage Wealth Advisors
Virginia
$693K -$130K -10,164 -16%
William Blair & Company
459
William Blair & Company
Illinois
$679K +$529K +41,286 +351%
BSAM
460
Blue Square Asset Management
New York
$678K +$678K +52,962 New
GG
461
GenWealth Group
New Jersey
$673K +$270K +21,138 +67%
HA
462
Harborview Advisors
Maine
$670K -$13.8K -1,080 -2%
Renaissance Technologies
463
Renaissance Technologies
New York
$668K +$668K +52,200 New
OC
464
Oarsman Capital
Wisconsin
$662K – – –
HP
465
HT Partners
Connecticut
$636K – – –
W
466
Wealthquest
Ohio
$628K -$143K -11,178 -19%
BAM
467
Barrett Asset Management
New York
$626K +$1.92K +150 +0.3%
FIM
468
Frontier Investment Management
Texas
$626K +$104K +8,094 +20%
BCM
469
BTR Capital Management
California
$624K – – –
NGA
470
Naples Global Advisors
Florida
$624K +$218K +17,022 +54%
BEAM
471
Baker Ellis Asset Management
Washington
$614K – – –
NCM
472
Novare Capital Management
North Carolina
$614K +$24K +1,872 +4%
FCM
473
Firestone Capital Management
Florida
$612K +$612K +47,838 New
EK
474
Evensky & Katz
Florida
$609K -$2.48M -194,058 -80%
HPWM
475
Highland Private Wealth Management
Washington
$605K -$16.9K -1,320 -3%
17 18
19
20 21