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

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
451
Barnett & Company
Tennessee
$496K +$279K +27,330 +129%
HA
452
Harborview Advisors
Maine
$491K -$43.6K -4,272 -8%
AMIM
453
Aull & Monroe Investment Management
Alabama
$491K +$25.9K +2,532 +6%
William Blair & Company
454
William Blair & Company
Illinois
$488K -$53.7K -5,256 -10%
Financial Engines Advisors
455
Financial Engines Advisors
California
$486K +$486K +47,622 New
SHWM
456
Silicon Hills Wealth Management
Texas
$484K +$477K +46,692 +6,826%
GRP
457
Global Retirement Partners
California
$481K +$342K +33,540 +246%
EK
458
Evensky & Katz
Florida
$480K -$6.49K -636 -1%
Janney Montgomery Scott
459
Janney Montgomery Scott
Pennsylvania
$480K +$22K +2,160 +5%
HWA
460
HHM Wealth Advisors
Tennessee
$478K -$3.13K -306 -0.6%
NCM
461
Novare Capital Management
North Carolina
$473K -$16.9K -1,650 -3%
CAM
462
Carret Asset Management
New York
$471K +$1.29K +126 +0.3%
ACM
463
Armbruster Capital Management
New York
$471K +$96.2K +9,414 +26%
BW
464
Bison Wealth
Georgia
$469K +$14.7K +1,440 +3%
EAM
465
Evanson Asset Management
California
$468K +$47.3K +4,632 +11%
SFSG
466
Stearns Financial Services Group
North Carolina
$463K +$405K +39,588 +692%
FIM
467
Frontier Investment Management
Texas
$462K -$37K -3,624 -7%
TL
468
TrueWealth LLC
Georgia
$455K +$2.2K +216 +0.5%
BMM
469
Berkshire Money Management
Massachusetts
$455K +$65.9K +6,444 +17%
SFG
470
SevenBridge Financial Group
Pennsylvania
$450K +$22.5K +2,208 +5%
GI
471
GS Investments
Minnesota
$449K +$275K +26,922 +158%
PCA
472
Personal Capital Advisors
California
$448K +$58.1K +6,720 +15%
HPWM
473
Highland Private Wealth Management
Washington
$440K -$42.2K -4,140 -9%
WC
474
Wealth CMT
New Jersey
$438K -$2.08M -203,214 -83%
OC
475
Oarsman Capital
Wisconsin
$438K -$90.1K -8,820 -17%
17 18
19
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