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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
Charles Schwab Investment Advisory
California
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Altium Wealth Management
New York
$575K +$575K +46,596 New
CAM
477
Carret Asset Management
New York
$568K -$1.63K -132 -0.3%
EAM
478
Evanson Asset Management
California
$566K +$74 +6 +0%
GGI
479
Godsey & Gibb Inc
Virginia
$564K +$61.2K +4,956 +12%
Goldman Sachs
480
Goldman Sachs
New York
$560K -$1.24M -100,602 -69%
BW
481
Bison Wealth
Georgia
$557K -$11K -888 -2%
TL
482
TrueWealth LLC
Georgia
$553K +$2.22K +180 +0.4%
PCA
483
Personal Capital Advisors
California
$547K -$93.2K -7,548 -15%
GI
484
GS Investments
Minnesota
$546K +$2.67K +216 +0.5%
RPGK
485
Retirement Planning Group (Kansas)
Kansas
$540K -$63.5K -5,136 -11%
LRPA
486
L. Roy Papp & Associates
Arizona
$538K -$171K -13,866 -24%
William Blair & Company
487
William Blair & Company
Illinois
$538K -$52.1K -4,218 -9%
HPWM
488
Highland Private Wealth Management
Washington
$533K +$74 +6 +0%
AWM
489
Apollon Wealth Management
South Carolina
$529K -$1.72M -138,990 -76%
BCM
490
BTR Capital Management
California
$528K -$74.1K -6,000 -12%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
SMC
492
Smith, Moore & Co
Missouri
$525K – – –
TYCC
493
Texas Yale Capital Corp
Florida
$523K +$26.5K +2,148 +5%
PPP
494
Private Portfolio Partners
New Jersey
$519K – – –
HB
495
Homrich & Berg
Georgia
$514K +$43.7K +3,534 +9%
RCC
496
Red Cedar Capital
Nebraska
$510K +$2.07K +168 +0.4%
EHPM
497
Emery Howard Portfolio Management
California
$509K +$27.2K +2,202 +6%
BMM
498
Berkshire Money Management
Massachusetts
$507K -$42.9K -3,474 -8%
WFA
499
Wade Financial Advisory
California
$500K -$2.67K -216 -0.5%
MFG
500
MidWestOne Financial Group
Iowa
$493K -$33K -2,670 -6%
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