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

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
576
Mission Creek Capital Partners
California
$218K -$33.8K -3,300 -13%
CA
577
Clearstead Advisors
Ohio
$217K – – –
GA
578
Gateway Advisory
New Jersey
$217K – – –
LWM
579
Loveless Wealth Management
Montana
$214K +$491 +48 +0.2%
H
580
HoyleCohen
California
$212K -$46.8K -4,578 -18%
DACG
581
Donor Advised Charitable Giving
California
$209K +$32.9K +3,216 +19%
MIP
582
Marietta Investment Partners
Wisconsin
$208K +$11.8K +1,158 +6%
MCP
583
Mirador Capital Partners
California
$207K -$324K -28,644 -61%
MA
584
Mutual Advisors
Nebraska
$207K +$26.1K +2,556 +14%
RCA
585
Resonant Capital Advisors
Wisconsin
$204K +$204K +19,980 New
ACA
586
Affinity Capital Advisors
California
$203K -$141K -12,390 -41%
Thrivent Financial for Lutherans
587
Thrivent Financial for Lutherans
Minnesota
$203K – – –
RPG
588
Resource Planning Group
Georgia
$202K -$71.9K -7,056 -26%
Wolverine Trading
589
Wolverine Trading
Illinois
$200K +$200K +19,320 New
BAM
590
Bellevue Asset Management
Washington
$196K +$23.9K +2,100 +14%
HR
591
Howe & Rusling
New York
$179K +$150K +14,682 +518%
SBSB
592
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K -$105K -10,272 -38%
CDIA
593
Capital Directions Investment Advisors
Georgia
$162K – – –
APA
594
American Portfolios Advisors
New York
$158K +$44.5K +4,362 +39%
AC
595
AlphaCore Capital
California
$155K -$2.26K -222 -1%
FCA
596
FinTrust Capital Advisors
South Carolina
$153K +$552 +54 +0.4%
PIP
597
Peachtree Investment Partners
Florida
$147K -$447K -43,818 -75%
CTC
598
Central Trust Company
Missouri
$145K – – –
GWM
599
Geneos Wealth Management
Colorado
$144K – – –
MWM
600
MBE Wealth Management
Wisconsin
$138K +$138K +13,602 New
22 23
24
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