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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 %
BFA
551
Beaumont Financial Advisors
Massachusetts
$338K +$338K +26,430 New
SCA
552
Stillwater Capital Advisors
Pennsylvania
$336K – – –
BWP
553
BSW Wealth Partners
Colorado
$335K -$14K -1,098 -4%
MA
554
Montag & Associates
Georgia
$335K – – –
LSC
555
Lesa Sroufe & Co
Washington
$333K +$47.4K +3,702 +17%
EH
556
Equitable Holdings
New York
$330K +$330K +25,788 New
OPA
557
Old Port Advisors
Maine
$329K +$77 +6 +0%
PCM
558
Parsons Capital Management
Rhode Island
$325K -$32.7K -2,550 -9%
CA
559
Continuum Advisory
Idaho
$324K -$15.7K -1,224 -5%
H
560
HoyleCohen
California
$324K -$1.15K -90 -0.4%
BDF
561
Balasa Dinverno & Foltz
$324K – – –
OMC
562
Old Mission Capital
Illinois
$322K -$4.92M -384,156 -94%
SAA
563
Southeast Asset Advisors
Georgia
$317K +$24.2K +1,890 +8%
RWA
564
River Wealth Advisors
Pennsylvania
$316K +$9.9K +774 +3%
MCCP
565
Mission Creek Capital Partners
California
$315K +$315K +24,612 New
IAP
566
Indie Asset Partners
Indiana
$314K +$314K +24,558 New
FFA
567
First Foundation Advisors
California
$310K +$310K +24,210 New
TI
568
Trexquant Investment
Connecticut
$306K +$306K +23,940 New
S
569
SignatureFD
Georgia
$305K +$51.6K +4,026 +20%
SFS
570
Sowell Financial Services
Arkansas
$304K -$7.67K -600 -2%
WPC
571
Waters Parkerson & Co
Louisiana
$292K +$292K +22,800 New
QCM
572
Quadrant Capital Management
New Jersey
$291K +$768 +60 +0.3%
HCIA
573
Hochman Cole Investment Advisors
Illinois
$290K -$90.5K -7,074 -24%
PCM
574
Palouse Capital Management
Washington
$290K -$5.61K -438 -2%
PFA
575
Pathway Financial Advisors
Vermont
$290K +$290K +21,972 New
21 22
23
24 25