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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
$4.5B
2
HSA
HBK Sorce Advisory
Pennsylvania
$258M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
BCI
Brinker Capital Investments
Pennsylvania
$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.4B
2
PA
Planning Alternatives
Michigan
$18M
3
GC
Gratus Capital
Georgia
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$45.9M
5
FMP
Financial Management Professionals
Texas
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$66.3M +$810K +60,264 +1%
SFA
27
Sequoia Financial Advisors
Ohio
$65.5M -$1.4M -104,028 -2%
ML
28
McAdam LLC
Pennsylvania
$64.9M +$2.24M +166,536 +4%
JFG
29
JMG Financial Group
Illinois
$61.8M -$286K -21,276 -0.5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$61.5M +$45.2M +3,366,054 +279%
LPL Financial
31
LPL Financial
California
$61M +$4.25M +316,530 +7%
AA
32
Apriem Advisors
California
$59.2M +$11M +815,580 +23%
PEA
33
Pacific Edge Advisors
California
$58.4M +$93.6K +6,966 +0.2%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$58.3M +$1M +75,252 +2%
FMP
35
Financial Management Professionals
Texas
$55.6M -$9.52M -708,486 -15%
RWM
36
RKL Wealth Management
Pennsylvania
$51.5M +$668K +49,740 +1%
PFG
37
Piershale Financial Group
Illinois
$48.4M +$8.2M +610,098 +20%
AWM
38
Adams Wealth Management
Utah
$48M +$6.6M +491,244 +16%
CAM
39
Cresset Asset Management
Illinois
$47.6M +$5.1M +379,692 +12%
RCIM
40
Red Cedar Investment Management
Michigan
$46.8M +$9.39M +698,856 +25%
Ameriprise
41
Ameriprise
Minnesota
$46.7M +$489K +36,372 +1%
FVWA
42
Foster Victor Wealth Advisors
South Carolina
$46.2M -$587K -43,650 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$45.9M -$12.6M -937,932 -22%
PRS
44
Pinkerton Retirement Specialists
Idaho
$42.8M -$1.36M -101,310 -3%
LFA
45
Lighthouse Financial Advisors
Maryland
$42.4M +$76.5K +5,694 +0.2%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$41.7M -$2.86M -213,042 -6%
BSB
47
Bangor Savings Bank
Maine
$40.8M +$253K +18,840 +0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$40.1M +$2.12M +157,428 +6%
Truist Financial
49
Truist Financial
North Carolina
$39.4M -$2.48M -184,458 -6%
PFM
50
Parsec Financial Management
North Carolina
$38.4M -$874K -65,052 -2%
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