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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$863M
2
SEI Investments
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
Creative Planning
Kansas
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
551
Fagan Associates
New York
$265K -$16.6K -1,626 -6%
BCWM
552
Blue Chip Wealth Management
Florida
$264K +$71.5K +6,990 +37%
LFG
553
Larson Financial Group
Missouri
$262K +$69.8K +6,840 +36%
CCMG
554
Clark Capital Management Group
Pennsylvania
$261K -$305K -29,910 -54%
BDF
555
Balasa Dinverno & Foltz
$258K – – –
CWA
556
Clarity Wealth Advisors
California
$254K +$27.9K +2,736 +12%
MCM
557
Maryland Capital Management
Maryland
$253K -$93.6K -9,168 -27%
PCM
558
Parsons Capital Management
Rhode Island
$246K -$12.7K -1,248 -5%
GC
559
Gratus Capital
Georgia
$246K +$246K +24,060 New
FTIOP
560
Fiduciary Trust International of Pennsylvania
Pennsylvania
$245K -$14M -1,368,684 -98%
CIA
561
Capital Investment Advisors
Georgia
$239K +$239K +23,442 New
SC
562
Savant Capital
Illinois
$238K +$238K +23,352 New
TCM
563
Tradewinds Capital Management
Washington
$235K -$19.4M -1,903,242 -99%
PCM
564
Palouse Capital Management
Washington
$232K +$1.16K +114 +0.5%
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$232K +$232K +22,740 New
SAG
566
Spotlight Asset Group
Illinois
$229K – – –
WIA
567
World Investment Advisors
California
$229K +$22.9K +2,244 +11%
MA
568
Modus Advisors
Minnesota
$227K -$1.35K -132 -0.6%
FSA
569
Fort Sheridan Advisors
Illinois
$227K – – –
HCIA
570
Hochman Cole Investment Advisors
Illinois
$226K -$5.33K -522 -2%
QCG
571
Quadrant Capital Group
Ohio
$226K +$3.67K +360 +2%
IAP
572
Indie Asset Partners
Indiana
$224K -$26.9K -2,634 -11%
AIA
573
Armor Investment Advisors
North Carolina
$224K -$428 -42 -0.2%
IA
574
Independence Advisors
Pennsylvania
$220K – – –
FM
575
Foster & Motley
Ohio
$220K +$981 +96 +0.4%
21 22
23
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