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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 %
HCIA
551
Hochman Cole Investment Advisors
Illinois
$350K +$45K +3,342 +15%
FFA
552
First Foundation Advisors
California
$349K +$15.3K +1,140 +5%
PIM
553
Penobscot Investment Management
Massachusetts
$345K -$16.9K -1,260 -5%
WU
554
Wealthsimple US
New York
$345K +$345K +25,644 New
LFG
555
Larson Financial Group
Missouri
$338K +$4.92K +366 +1%
MIM
556
Moseley Investment Management
Florida
$336K +$242 +18 +0.1%
SIM
557
Sonora Investment Management
Arizona
$336K +$300K +22,344 +829%
MAG
558
Mayfair Advisory Group
Alabama
$335K -$60.6K -4,506 -15%
SC
559
Savant Capital
Illinois
$335K +$24.6K +1,830 +8%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$332K – – –
RPA
561
Rock Point Advisors
Vermont
$330K -$2.42K -180 -0.7%
IWM
562
IHT Wealth Management
Illinois
$327K +$93.3K +6,948 +40%
HI
563
Hudock Inc
Pennsylvania
$326K +$326K +24,324 New
IAA
564
Independent Advisor Alliance
North Carolina
$318K -$80.7K -6,084 -20%
S
565
SignatureFD
Georgia
$316K +$242 +18 +0.1%
M&T Bank
566
M&T Bank
New York
$316K +$3.79K +282 +1%
AWM
567
Apollon Wealth Management
South Carolina
$315K -$260K -19,344 -45%
PCM
568
Palouse Capital Management
Washington
$315K – – –
SG
569
Swarthmore Group
Pennsylvania
$314K +$314K +23,358 New
SWA
570
Stratos Wealth Advisors
Ohio
$308K +$308K +22,938 New
MCP
571
Mirador Capital Partners
California
$307K -$1.62K -120 -0.5%
PFA
572
Pinnacle Family Advisors
Missouri
$305K +$41.6K +3,090 +16%
SAG
573
Spotlight Asset Group
Illinois
$302K – – –
LWM
574
Loveless Wealth Management
Montana
$302K +$5.97K +444 +2%
FSA
575
Fort Sheridan Advisors
Illinois
$298K – – –
21 22
23
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