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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.

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
1
Charles Schwab
California
$863M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$71M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.15B
4
Creative Planning
4
Creative Planning
Kansas
$212M
5
ISG
5
Investment Security Group
Colorado
$51M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$47.9M 697,318 +51,298 +8%
JFG
27
JMG Financial Group
Illinois
$46.7M 762,066 +234,403 +44%
ML
28
McAdam LLC
Pennsylvania
$45.8M 747,162 +45,409 +6%
PEA
29
Pacific Edge Advisors
California
$45.6M 744,664 +265,691 +55%
FMP
30
Financial Management Professionals
Texas
$44.9M 732,261 -57,516 -7%
SFA
31
Sequoia Financial Advisors
Ohio
$44.1M 720,277 +154,410 +27%
WP
32
WealthSource Partners
California
$42.2M 688,764 +267,917 +64%
MGIA
33
Moneta Group Investment Advisors
Missouri
$41.9M 684,718 +148,772 +28%
LPL Financial
34
LPL Financial
California
$41.3M 674,164 +53,452 +9%
AA
35
Apriem Advisors
California
$40M 652,674 -749,230 -53%
WANY
36
Wealthspire Advisors (New York)
New York
$38.9M 634,700 +634,700 New
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$38.7M 632,585 +99,605 +19%
RWM
38
RKL Wealth Management
Pennsylvania
$38.2M 623,113 +26,778 +4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$34M 555,288 +38,271 +7%
Truist Financial
40
Truist Financial
North Carolina
$32.9M 536,606 -11,015 -2%
LFA
41
Lighthouse Financial Advisors
Maryland
$32.7M 538,493 +43,624 +9%
BSB
42
Bangor Savings Bank
Maine
$31.6M 515,858 +32,246 +7%
PFM
43
Parsec Financial Management
North Carolina
$29.6M 482,515 +151,064 +46%
PA
44
Planning Alternatives
Michigan
$29.5M 481,752 +36,504 +8%
RCIM
45
Red Cedar Investment Management
Michigan
$27.5M 449,017 -106,621 -19%
AWM
46
Adams Wealth Management
Utah
$27.2M 443,687 +443,687 New
MTC
47
Matrix Trust Company
Colorado
$26.9M 439,650 -5,449 -1%
CHA
48
Cooper/Haims Advisors
New York
$26.9M 438,804 -238,358 -35%
AIP
49
Almanack Investment Partners
Pennsylvania
$25.7M 419,622 +48,258 +13%
CMP
50
Courage Miller Partners
Virginia
$25.5M 417,006 +8,836 +2%
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