SCHX icon

Schwab US Large- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
526
Means Investment Company
Maine
$400K
IAA
527
Independent Advisor Alliance
North Carolina
$397K -$121K -9,150 -23%
MCM
528
Manchester Capital Management
Vermont
$391K +$16.2K +1,314 +4%
PAM
529
Pegasus Asset Management
New York
$386K +$4.89K +396 +1%
VCM
530
Versant Capital Management
Arizona
$384K -$99.6K -8,082 -21%
Jones Financial Companies
531
Jones Financial Companies
Missouri
$381K
TNA
532
True North Advisors
Texas
$377K +$377K +30,546 New
CG
533
Caprock Group
Idaho
$376K
TC
534
TAP Consulting
Missouri
$373K +$373K +30,162 New
RWA
535
River Wealth Advisors
Pennsylvania
$371K +$44.7K +3,612 +14%
SPC
536
Stewart & Patten Company
California
$365K -$32.4K -2,622 -8%
MAG
537
Mayfair Advisory Group
Alabama
$363K
GCP
538
Gill Capital Partners
Colorado
$356K +$519 +42 +0.1%
WIA
539
World Investment Advisors
California
$354K +$50.4K +3,732 +17%
GWM
540
Gray Wealth Management
Maine
$349K
OCM
541
Orser Capital Management
Texas
$347K +$1.41K +114 +0.4%
RCA
542
Reitz Capital Advisors
Michigan
$345K -$381K -30,846 -53%
Franklin Resources
543
Franklin Resources
California
$345K +$345K +26,400 New
LNC
544
Lincoln National Corp
Pennsylvania
$340K -$79.9K -6,480 -19%
NL
545
NWAM LLC
Washington
$339K +$339K +27,432 New
WCM
546
Weik Capital Management
Pennsylvania
$337K -$18.5K -1,500 -5%
CPIG
547
Chicago Partners Investment Group
Illinois
$336K -$6.07K -468 -2%
BWP
548
BSW Wealth Partners
Colorado
$336K +$518 +42 +0.2%
PAM
549
Private Asset Management
California
$336K +$336K +27,228 New
PIM
550
Penobscot Investment Management
Massachusetts
$333K