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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 %
RA
451
RFG Advisory
Alabama
$764K +$44.2K +3,288 +6%
SFG
452
StrategIQ Financial Group
Indiana
$756K -$39.5K -2,940 -5%
MWM
453
Meridian Wealth Management
Kentucky
$755K -$361K -26,862 -32%
BSW
454
Buckingham Strategic Wealth
Missouri
$750K +$89.6K +6,666 +14%
SFG
455
SevenBridge Financial Group
Pennsylvania
$735K +$85.4K +6,354 +13%
FPCG
456
Fort Pitt Capital Group
Pennsylvania
$728K -$437K -32,514 -38%
HP
457
HT Partners
Connecticut
$718K – – –
YIA
458
YHB Investment Advisors
Connecticut
$715K +$715K +53,184 New
HWA
459
Heritage Wealth Advisors
Virginia
$707K -$22.5K -1,674 -3%
GA
460
Geller Advisors
New York
$705K +$4.19K +312 +0.6%
CA
461
Cetera Advisors
Colorado
$701K -$30.1K -2,238 -4%
HA
462
Harborview Advisors
Maine
$699K +$2.66K +198 +0.4%
PCA
463
Personal Capital Advisors
California
$688K +$92.9K +6,918 +16%
TRCT
464
Tower Research Capital (TRC)
New York
$687K -$5.4M -401,928 -89%
AMIM
465
Aull & Monroe Investment Management
Alabama
$676K +$2.42K +180 +0.4%
Brown Advisory
466
Brown Advisory
Maryland
$671K -$55.9K -4,164 -8%
William Blair & Company
467
William Blair & Company
Illinois
$668K +$82.6K +6,144 +14%
OC
468
Oarsman Capital
Wisconsin
$660K -$35.1K -2,610 -5%
CCG
469
Cypress Capital Group
Florida
$658K -$56.3K -4,188 -8%
MCWS
470
McKinley Carter Wealth Services
West Virginia
$652K -$426K -31,716 -40%
CAL
471
Capital Advisors Ltd
Ohio
$649K +$629K +46,800 +3,184%
BL
472
BFSG LLC
California
$634K -$44K -3,276 -6%
AWM
473
Altium Wealth Management
New York
$626K – – –
EAM
474
Evanson Asset Management
California
$616K +$161 +12 +0%
BW
475
Bison Wealth
Georgia
$612K +$6.13K +456 +1%
17 18
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