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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

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

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
551
One Capital Management
California
$329K -$74 -6 -0%
SAA
552
Southeast Asset Advisors
Georgia
$327K +$370 +30 +0.1%
SCA
553
Stillwater Capital Advisors
Pennsylvania
$324K – – –
FA
554
Fagan Associates
New York
$312K -$8.59K -696 -3%
MIM
555
Moseley Investment Management
Florida
$309K -$44.2K -3,576 -13%
FFA
556
First Foundation Advisors
California
$307K -$1.3M -105,258 -81%
RPA
557
Rock Point Advisors
Vermont
$306K -$33.4K -2,700 -10%
LFG
558
Larson Financial Group
Missouri
$306K -$11K -888 -3%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$305K +$24.1K +1,950 +9%
CWA
560
Clarity Wealth Advisors
California
$299K -$8.74K -708 -3%
BRWM
561
B. Riley Wealth Management
Tennessee
$298K -$80.4K -6,510 -21%
S
562
SignatureFD
Georgia
$290K -$66.5K -5,394 -19%
PCM
563
Palouse Capital Management
Washington
$290K +$8.61K +696 +3%
RMA
564
Roffman Miller Associates
Pennsylvania
$288K +$288K +23,322 New
M&T Bank
565
M&T Bank
New York
$287K -$128K -10,380 -31%
SC
566
Savant Capital
Illinois
$285K -$3.18K -258 -1%
MCP
567
Mirador Capital Partners
California
$283K +$57.4K +4,650 +25%
HCIA
568
Hochman Cole Investment Advisors
Illinois
$280K +$6.52K +528 +2%
PCM
569
Parsons Capital Management
Rhode Island
$277K -$20.9K -1,692 -7%
SAG
570
Spotlight Asset Group
Illinois
$277K – – –
MIP
571
Marietta Investment Partners
Wisconsin
$277K +$25K +2,022 +10%
TWM
572
Tanglewood Wealth Management
Texas
$274K -$81.1K -6,558 -23%
FSA
573
Fort Sheridan Advisors
Illinois
$274K – – –
BCWM
574
Blue Chip Wealth Management
Florida
$273K -$46K -3,726 -14%
LWM
575
Loveless Wealth Management
Montana
$272K +$13.6K +1,098 +5%
21 22
23
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