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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 %
MA
576
Modus Advisors
Minnesota
$287K +$287K +22,386 New
MWA
577
MFA Wealth Advisors
Pennsylvania
$285K +$52.8K +4,134 +23%
FSA
578
Fort Sheridan Advisors
Illinois
$284K +$284K +22,200 New
CWA
579
Clarity Wealth Advisors
California
$284K +$284K +22,200 New
AIA
580
Armor Investment Advisors
North Carolina
$282K – – –
AFA
581
Arlington Financial Advisors
California
$282K +$282K +22,002 New
SG
582
StoneX Group
New York
$279K +$279K +21,774 New
QCG
583
Quadrant Capital Group
Ohio
$278K +$278K +21,828 New
IA
584
Independence Advisors
Pennsylvania
$276K -$15.2K -1,182 -5%
FM
585
Foster & Motley
Ohio
$274K -$14.3K -1,122 -5%
CA
586
Clearstead Advisors
Ohio
$273K – – –
BC
587
Barnett & Company
Tennessee
$272K -$444K -34,698 -62%
GA
588
Gateway Advisory
New Jersey
$272K – – –
ICM
589
Intrepid Capital Management
Florida
$271K +$271K +21,186 New
LWM
590
Loveless Wealth Management
Montana
$268K +$268K +20,886 New
LF
591
LifeSteps Financial
California
$267K +$267K +20,832 New
WIA
592
World Investment Advisors
California
$259K +$1.46K +114 +0.6%
Thrivent Financial for Lutherans
593
Thrivent Financial for Lutherans
Minnesota
$255K +$21.3K +1,662 +9%
TSS
594
Two Sigma Securities
New York
$255K +$255K +19,932 New
Fisher Asset Management
595
Fisher Asset Management
Washington
$255K +$255K +19,944 New
CWM
596
Cornerstone Wealth Management
Missouri
$250K +$231 +18 +0.1%
TYCC
597
Texas Yale Capital Corp
Florida
$249K – – –
SAG
598
Spotlight Asset Group
Illinois
$248K +$248K +22,458 New
BNP Paribas Financial Markets
599
BNP Paribas Financial Markets
France
$246K +$30.9K +2,412 +14%
MIP
600
Marietta Investment Partners
Wisconsin
$246K +$20.2K +1,578 +9%
22 23
24
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