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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
+$100M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$75.6M
2
PA
Planning Alternatives
Michigan
-$22.3M
3
GC
Gratus Capital
Georgia
-$16.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.6M
5
FMP
Financial Management Professionals
Texas
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Carret Asset Management
New York
$610K -$8.07K -600 -1%
GGI
477
Godsey & Gibb Inc
Virginia
$601K -$13.1K -978 -2%
HWA
478
HHM Wealth Advisors
Tennessee
$592K -$37.3K -2,772 -6%
RPGK
479
Retirement Planning Group (Kansas)
Kansas
$587K – – –
LRPA
480
L. Roy Papp & Associates
Arizona
$586K – – –
GRP
481
Global Retirement Partners
California
$585K -$41.9K -3,120 -7%
HPWM
482
Highland Private Wealth Management
Washington
$580K – – –
BCM
483
BTR Capital Management
California
$575K – – –
SMC
484
Smith, Moore & Co
Missouri
$571K – – –
TYCC
485
Texas Yale Capital Corp
Florida
$569K – – –
EK
486
Evensky & Katz
Florida
$567K -$69.1K -5,142 -11%
PPP
487
Private Portfolio Partners
New Jersey
$564K -$645 -48 -0.1%
SHWM
488
Silicon Hills Wealth Management
Texas
$561K -$75.1K -5,586 -12%
RCC
489
Red Cedar Capital
Nebraska
$555K – – –
WFA
490
Wade Financial Advisory
California
$544K – – –
FANJ
491
Financial Architects (New Jersey)
New Jersey
$539K +$29.2K +2,172 +6%
MFG
492
MidWestOne Financial Group
Iowa
$536K – – –
EHPM
493
Emery Howard Portfolio Management
California
$534K -$20.2K -1,506 -4%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
NCM
495
Novare Capital Management
North Carolina
$522K -$143K -10,674 -22%
PWM
496
Praetorian Wealth Management
California
$520K -$4.35K -324 -0.8%
SIAS
497
Shine Investment Advisory Services
Colorado
$518K -$596K -44,358 -53%
WI
498
Wedgewood Investors
Pennsylvania
$518K – – –
NP
499
NorthRock Partners
Minnesota
$513K -$726 -54 -0.1%
FWCM
500
Ferguson Wellman Capital Management
Oregon
$511K +$403 +30 +0.1%
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