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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
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISG
26
Investment Security Group
Colorado
$61.2M -$517K -41,862 -0.8%
WP
27
WealthSource Partners
California
$60.2M +$9.12M +738,246 +18%
FMP
28
Financial Management Professionals
Texas
$59.9M +$5.6M +453,546 +10%
ML
29
McAdam LLC
Pennsylvania
$57.6M +$2.19M +176,994 +4%
JFG
30
JMG Financial Group
Illinois
$57M +$573K +46,368 +1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$53.8M +$12.6M +1,021,698 +31%
PEA
32
Pacific Edge Advisors
California
$53.6M -$1.6M -129,504 -3%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$52.3M +$1.34M +109,974 +3%
LPL Financial
34
LPL Financial
California
$52.2M +$2.23M +180,228 +4%
RWM
35
RKL Wealth Management
Pennsylvania
$46.7M +$507K +41,070 +1%
AA
36
Apriem Advisors
California
$44.4M -$4M -324,156 -8%
FVWA
37
Foster Victor Wealth Advisors
South Carolina
$43M +$43M +3,479,856 New
Ameriprise
38
Ameriprise
Minnesota
$42.5M +$15.8M +1,276,278 +59%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$41M -$5.9M -477,636 -13%
PRS
40
Pinkerton Retirement Specialists
Idaho
$40.6M +$21.3M +1,725,912 +111%
CAM
41
Cresset Asset Management
Illinois
$39M -$36.8M -2,975,976 -49%
LFA
42
Lighthouse Financial Advisors
Maryland
$38.8M -$1.01M -81,930 -3%
Truist Financial
43
Truist Financial
North Carolina
$38.5M -$1.27M -102,708 -3%
AWM
44
Adams Wealth Management
Utah
$38.1M +$5.18M +419,274 +16%
BSB
45
Bangor Savings Bank
Maine
$37.3M -$961K -77,820 -3%
PA
46
Planning Alternatives
Michigan
$37M +$1.34M +108,156 +4%
PFG
47
Piershale Financial Group
Illinois
$36.9M +$36.9M +2,989,710 New
PFM
48
Parsec Financial Management
North Carolina
$36.1M +$376K +30,450 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$34.9M +$5.58M +451,728 +19%
RCIM
50
Red Cedar Investment Management
Michigan
$34.4M +$1.12M +90,966 +3%
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