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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$863M
2
SEI Investments
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
Creative Planning
Kansas
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
501
Ferguson Wellman Capital Management
Oregon
$388K – – –
HB
502
Homrich & Berg
Georgia
$388K +$50.7K +4,974 +15%
CB
503
Commerce Bank
Missouri
$388K +$388K +38,016 New
FC
504
Fusion Capital
South Carolina
$381K -$816K -63,780 Closed
CRC
505
Curi RMB Capital
Illinois
$375K -$855K -83,736 -70%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$362K +$362K +35,484 New
GIA
507
GHP Investment Advisors
Colorado
$360K +$3.8K +372 +1%
Deutsche Bank
508
Deutsche Bank
Germany
$359K +$359K +35,208 New
SWM
509
Southern Wealth Management
Texas
$357K -$7.1K -696 -2%
JLBC
510
J.L. Bainbridge & Co
Florida
$348K -$84.3K -8,262 -20%
LNC
511
Lincoln National Corp
Pennsylvania
$347K +$68.3K +6,702 +25%
BFC
512
Bedel Financial Consulting
Indiana
$346K – – –
TWA
513
TCI Wealth Advisors
Arizona
$346K +$61 +6 +0%
M&T Bank
514
M&T Bank
New York
$343K -$33.2M -3,256,398 -99%
BAM
515
Barrett Asset Management
New York
$342K -$158K -15,450 -32%
RM
516
Resource Management
Louisiana
$337K – – –
HIC
517
Hartline Investment Corp
Illinois
$336K -$14.7K -1,440 -4%
PAM
518
Premier Asset Management
Illinois
$332K -$7.96K -780 -2%
SPP
519
Single Point Partners
Massachusetts
$332K – – –
MIC
520
Means Investment Company
Maine
$332K – – –
SPC
521
Stewart & Patten Company
California
$328K +$36.8K +3,606 +13%
Jones Financial Companies
522
Jones Financial Companies
Missouri
$315K – – –
PAM
523
Pegasus Asset Management
New York
$315K +$33.5K +3,282 +12%
BRWM
524
B. Riley Wealth Management
Tennessee
$313K -$311K -30,498 -50%
CG
525
Caprock Group
Idaho
$311K -$9.5K -930 -3%
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