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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.

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
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$57M 741,778 +291,931 +65%
ML
27
McAdam LLC
Pennsylvania
$53.9M 701,753 +48,835 +7%
CHA
28
Cooper/Haims Advisors
New York
$52M 677,162 +78,272 +13%
NQWM
29
Northwest Quadrant Wealth Management
Oregon
$49.5M 646,020 -30,820 -5%
LPL Financial
30
LPL Financial
California
$47.7M 620,712 +58,383 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$46.1M 600,030 +27,023 +5%
RWM
32
RKL Wealth Management
Pennsylvania
$45.8M 596,335 +6,028 +1%
PFG
33
Piershale Financial Group
Illinois
$43.9M 571,421 -61,562 -10%
SFA
34
Sequoia Financial Advisors
Ohio
$43.5M 565,867 +45,066 +9%
RCIM
35
Red Cedar Investment Management
Michigan
$42.7M 555,638 +84,182 +18%
Truist Financial
36
Truist Financial
North Carolina
$42.1M 547,621 +547,621 New
MGIA
37
Moneta Group Investment Advisors
Missouri
$41.2M 535,946 +181,752 +51%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$40.9M 532,980 +30,038 +6%
JFG
39
JMG Financial Group
Illinois
$40.5M 527,663 +4,813 +0.9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$39.7M 517,017 -88,268 -15%
FPCG
41
Fort Pitt Capital Group
Pennsylvania
$39.5M 514,113 +1,016 +0.2%
LFA
42
Lighthouse Financial Advisors
Maryland
$38M 494,869 +494,869 New
BSB
43
Bangor Savings Bank
Maine
$37.1M 483,612 +21,474 +5%
PEA
44
Pacific Edge Advisors
California
$36.8M 478,973 -35,077 -7%
PRS
45
Pinkerton Retirement Specialists
Idaho
$36.4M 474,390 -11,567 -2%
BC
46
Brinker Capital
Pennsylvania
$35.8M 465,477 -11,649 -2%
PA
47
Planning Alternatives
Michigan
$34.2M 445,248 +31,537 +8%
MTC
48
Matrix Trust Company
Colorado
$34.2M 445,099 +4,756 +1%
TCM
49
Towercrest Capital Management
Pennsylvania
$33.3M 433,870 +8,369 +2%
AWMG
50
Alliance Wealth Management Group
New Jersey
$33.3M 433,869 +8,368 +2%
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