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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 %
PWM
501
Praetorian Wealth Management
California
$482K +$482K +39,048 New
CWP
502
Capital Wealth Planning
Florida
$476K -$1.74M -140,982 -79%
WI
503
Wedgewood Investors
Pennsylvania
$475K – – –
RIA
504
Realta Investment Advisors
Delaware
$472K -$5.41K -438 -1%
NP
505
NorthRock Partners
Minnesota
$472K +$472K +38,220 New
FANJ
506
Financial Architects (New Jersey)
New Jersey
$469K -$2.22K -180 -0.5%
FWCM
507
Ferguson Wellman Capital Management
Oregon
$469K – – –
WC
508
Wealth CMT
New Jersey
$456K -$73.5K -5,952 -14%
OFS
509
Oldfather Financial Services
Nebraska
$453K -$7.64K -588 -2%
AFA
510
American Financial Advisors
Georgia
$445K +$7.55K +588 +2%
ANTB
511
AMG National Trust Bank
Colorado
$444K +$444K +35,964 New
RCAG
512
Rehmann Capital Advisory Group
Michigan
$438K – – –
FM
513
Foster & Motley
Ohio
$432K +$166K +13,416 +62%
ZIM
514
Zacks Investment Management
Illinois
$431K +$431K +34,902 New
BC
515
Barnett & Company
Tennessee
$426K -$174K -14,112 -29%
GIA
516
GHP Investment Advisors
Colorado
$422K -$14K -1,134 -3%
BFC
517
Bedel Financial Consulting
Indiana
$422K +$3.04K +246 +0.7%
FC
518
Fusion Capital
South Carolina
$420K +$420K +33,978 New
TWA
519
TCI Wealth Advisors
Arizona
$419K – – –
BAM
520
Barrett Asset Management
New York
$413K – – –
BPB
521
Badgley, Phelps & Bell
Washington
$412K -$82.7K -6,696 -17%
CCM
522
Colorado Capital Management
Colorado
$407K -$65.5K -5,328 -14%
PAM
523
Premier Asset Management
Illinois
$404K +$2.59K +210 +0.6%
HIC
524
Hartline Investment Corp
Illinois
$402K -$5.34K -432 -1%
SPP
525
Single Point Partners
Massachusetts
$402K – – –
19 20
21
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