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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.

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

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
AssetMark Inc
California
$111M
3
TIM
Total Investment Management
Arizona
$1.99M
4
SEI Investments
SEI Investments
Pennsylvania
$1.35B
5
SHJ
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
476
HHM Wealth Advisors
Tennessee
$603K +$40.9K +3,192 +7%
MCP
477
Mirador Capital Partners
California
$601K +$24.1K +1,884 +4%
CAM
478
Carret Asset Management
New York
$589K -$5K -390 -0.8%
SG
479
Somerset Group
Minnesota
$585K -$207K -16,188 -26%
AMIM
480
Aull & Monroe Investment Management
Alabama
$583K +$115K +9,000 +25%
GGI
481
Godsey & Gibb Inc
Virginia
$578K -$188K -14,688 -25%
PCA
482
Personal Capital Advisors
California
$578K +$42K +3,276 +8%
Janney Montgomery Scott
483
Janney Montgomery Scott
Pennsylvania
$574K +$46.2K +3,612 +9%
BW
484
Bison Wealth
Georgia
$570K +$20.3K +1,584 +4%
TL
485
TrueWealth LLC
Georgia
$568K -$38K -2,970 -6%
CIM
486
Contravisory Investment Management
Massachusetts
$560K +$2.07K +162 +0.4%
RA
487
Rational Advisors
New York
$553K +$41.6K +3,252 +8%
CCM
488
Colorado Capital Management
Colorado
$551K -$19K -1,482 -3%
CA
489
Corrado Advisors
New Jersey
$545K -$27K -2,112 -5%
SMC
490
Smith, Moore & Co
Missouri
$544K – – –
Brown Advisory
491
Brown Advisory
Maryland
$542K -$5.3K -414 -1%
JLBC
492
J.L. Bainbridge & Co
Florida
$542K +$273K +21,348 +102%
PPP
493
Private Portfolio Partners
New Jersey
$538K -$66.5K -5,196 -11%
SFG
494
SevenBridge Financial Group
Pennsylvania
$537K +$5.3K +414 +1%
Millennium Management
495
Millennium Management
New York
$534K -$831K -64,902 -61%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
EAM
497
Evanson Asset Management
California
$527K -$20.8K -1,626 -4%
CG
498
CFO4Life Group
Texas
$525K -$31.5K -2,460 -6%
RCC
499
Red Cedar Capital
Nebraska
$524K +$5.61K +438 +1%
WFA
500
Wade Financial Advisory
California
$521K +$521K +40,722 New
18 19
20
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