SCHX icon

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 %
CCM
526
Colorado Capital Management
Colorado
$411K -$34.7K -2,580 -8%
CG
527
Caprock Group
Idaho
$409K – – –
MCM
528
Manchester Capital Management
Vermont
$408K -$17.7K -1,314 -4%
TNA
529
True North Advisors
Texas
$407K -$2.57K -192 -0.6%
SPC
530
Stewart & Patten Company
California
$400K +$3.15K +234 +0.8%
CA
531
Clearstead Advisors
Ohio
$392K +$101K +7,506 +35%
VCM
532
Versant Capital Management
Arizona
$391K -$27.7K -2,064 -7%
PAM
533
Premier Asset Management
Illinois
$388K -$51.6K -3,840 -12%
FC
534
Fusion Capital
South Carolina
$385K -$71.4K -5,316 -16%
OCM
535
Orser Capital Management
Texas
$380K +$2.26K +168 +0.6%
GWM
536
Gray Wealth Management
Maine
$378K – – –
MIP
537
Marietta Investment Partners
Wisconsin
$376K +$74.7K +5,556 +25%
OFG
538
Oxford Financial Group
Indiana
$373K -$1.43M -106,572 -79%
PAM
539
Pegasus Asset Management
New York
$370K -$49.3K -3,672 -12%
LNC
540
Lincoln National Corp
Pennsylvania
$366K -$4.35K -324 -1%
BWP
541
BSW Wealth Partners
Colorado
$366K -$404 -30 -0.1%
PAM
542
Private Asset Management
California
$366K – – –
GCP
543
Gill Capital Partners
Colorado
$362K -$25.5K -1,896 -7%
IRC
544
Investors Research Corp
Georgia
$360K +$258K +19,200 +254%
SAA
545
Southeast Asset Advisors
Georgia
$357K +$565 +42 +0.2%
MCCP
546
Mission Creek Capital Partners
California
$356K +$69.3K +5,154 +24%
Franklin Resources
547
Franklin Resources
California
$355K – – –
OCM
548
One Capital Management
California
$354K -$3.62K -270 -1%
SCA
549
Stillwater Capital Advisors
Pennsylvania
$352K – – –
WIA
550
World Investment Advisors
California
$350K -$2.34K -174 -0.7%
20 21
22
23 24