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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
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPB
526
Badgley, Phelps & Bell
Washington
$404K -$2.46K -192 -0.6%
CG
527
Caprock Group
Idaho
$402K – – –
AFA
528
American Financial Advisors
Georgia
$402K +$9.88K +840 +3%
WCM
529
Weik Capital Management
Pennsylvania
$400K -$243K -18,990 -38%
OCM
530
Orser Capital Management
Texas
$397K +$2.22K +174 +0.6%
MIC
531
Means Investment Company
Maine
$396K – – –
Jones Financial Companies
532
Jones Financial Companies
Missouri
$395K – – –
ACA
533
Affinity Capital Advisors
California
$387K +$387K +30,228 New
FWM
534
Foresight Wealth Management
Utah
$381K +$9.6K +750 +3%
MAG
535
Mayfair Advisory Group
Alabama
$377K +$377K +29,430 New
OCM
536
One Capital Management
California
$374K -$23K -1,800 -6%
SPC
537
Stewart & Patten Company
California
$365K +$8.29K +648 +2%
Fiera Capital (Canada)
538
Fiera Capital (Canada)
Quebec, Canada
$360K – – –
RPA
539
Rock Point Advisors
Vermont
$357K -$5.38K -420 -1%
FA
540
Fagan Associates
New York
$353K +$7.21K +564 +2%
PAM
541
Pegasus Asset Management
New York
$353K +$14.4K +1,128 +4%
PIM
542
Penobscot Investment Management
Massachusetts
$351K +$35.7K +2,790 +11%
LNC
543
Lincoln National Corp
Pennsylvania
$350K -$24.4K -1,902 -7%
PO
544
Private Ocean
California
$349K -$73.5K -5,736 -17%
SW
545
SteelPeak Wealth
California
$349K +$349K +27,276 New
SBSB
546
Sullivan, Bruyette, Speros & Blaney
Virginia
$346K +$537 +42 +0.2%
Principal Financial Group
547
Principal Financial Group
Iowa
$345K +$3.15K +246 +0.9%
CPIG
548
Chicago Partners Investment Group
Illinois
$345K +$98.1K +7,446 +40%
RPG
549
Resource Planning Group
Georgia
$344K -$7.91K -618 -2%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$342K -$14.9K -1,164 -4%
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