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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 %
JCM
451
Jacobi Capital Management
Pennsylvania
$671K +$671K +54,324 New
HWA
452
Heritage Wealth Advisors
Virginia
$671K -$6.3K -510 -0.9%
Brown Advisory
453
Brown Advisory
Maryland
$669K +$151K +12,210 +29%
RA
454
RFG Advisory
Alabama
$661K +$59.3K +4,806 +10%
HP
455
HT Partners
Connecticut
$660K – – –
CCG
456
Cypress Capital Group
Florida
$656K +$175K +14,190 +36%
Citadel Advisors
457
Citadel Advisors
Florida
$645K -$9.99M -809,058 -94%
GA
458
Geller Advisors
New York
$644K +$644K +52,140 New
HA
459
Harborview Advisors
Maine
$640K +$46.5K +3,768 +8%
OC
460
Oarsman Capital
Wisconsin
$639K +$109K +8,820 +21%
TPA
461
Trivium Point Advisory
Connecticut
$639K +$639K +50,328 New
BL
462
BFSG LLC
California
$624K -$60.1K -4,860 -9%
Janney Montgomery Scott
463
Janney Montgomery Scott
Pennsylvania
$622K +$40.8K +3,306 +7%
AMIM
464
Aull & Monroe Investment Management
Alabama
$619K +$25K +2,022 +4%
IF
465
IRON Financial
Illinois
$619K +$619K +50,136 New
TW
466
Transform Wealth
Colorado
$612K -$176K -14,268 -22%
NCM
467
Novare Capital Management
North Carolina
$612K +$39.9K +3,228 +7%
CIM
468
Contravisory Investment Management
Massachusetts
$607K -$1.31M -104,586 -68%
BSW
469
Buckingham Strategic Wealth
Missouri
$607K -$144K -11,682 -19%
SFG
470
SevenBridge Financial Group
Pennsylvania
$597K +$52.2K +4,224 +10%
SHWM
471
Silicon Hills Wealth Management
Texas
$585K -$519 -42 -0.1%
EK
472
Evensky & Katz
Florida
$584K +$3.92K +318 +0.7%
HWA
473
HHM Wealth Advisors
Tennessee
$578K +$148 +12 +0%
ACM
474
Armbruster Capital Management
New York
$578K +$8.3K +672 +1%
GRP
475
Global Retirement Partners
California
$577K -$5.78K -468 -1%
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