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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
$4.04B
2
UBS Group
UBS Group
Switzerland
$283M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
Piershale Financial Group
Illinois
$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$94.5M
2
WANY
Wealthspire Advisors (New York)
New York
$0
3
CAM
Cresset Asset Management
Illinois
$39M
4
SEI Investments
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
576
QCM Cayman
Texas
$272K +$272K +22,032 New
AIA
577
Armor Investment Advisors
North Carolina
$271K – – –
NNP
578
Nachman Norwood & Parrott
South Carolina
$270K +$270K +21,852 New
CA
579
Clearstead Advisors
Ohio
$268K +$4.89K +396 +2%
IA
580
Independence Advisors
Pennsylvania
$266K – – –
W
581
Wealthquest
Ohio
$266K +$266K +21,600 New
TCM
582
Tradewinds Capital Management
Washington
$265K -$18.8K -1,524 -7%
MCCP
583
Mission Creek Capital Partners
California
$263K – – –
LSC
584
Lesa Sroufe & Co
Washington
$259K -$114K -9,198 -30%
QCG
585
Quadrant Capital Group
Ohio
$258K -$16.1K -1,302 -6%
VBFG
586
Vishria Bird Financial Group
Tennessee
$257K -$8.78M -710,772 -97%
HF
587
HRT Financial
New York
$255K +$255K +20,700 New
DACG
588
Donor Advised Charitable Giving
California
$254K +$817 +66 +0.3%
H
589
HoyleCohen
California
$252K -$4.45K -360 -2%
MA
590
Mutual Advisors
Nebraska
$247K -$3.26K -264 -1%
GVAG
591
Great Valley Advisor Group
Delaware
$244K +$244K +19,740 New
PFA
592
Pinnacle Family Advisors
Missouri
$242K -$540K -43,722 -69%
NHC
593
Nicholas Hoffman & Company
Georgia
$241K +$241K +19,530 New
BDF
594
Balasa Dinverno & Foltz
$240K -$72.7K -5,880 -23%
PFA
595
Pathway Financial Advisors
Vermont
$235K +$235K +19,062 New
DADC
596
D.A. Davidson & Co
Montana
$234K +$234K +18,984 New
RG
597
Rikoon Group
New Mexico
$233K +$233K +18,900 New
WPW
598
Waldron Private Wealth
Pennsylvania
$233K +$233K +18,924 New
CP
599
Camelot Portfolios
Ohio
$230K +$230K +18,600 New
PAS
600
Partnervest Advisory Services
California
$228K +$228K +18,438 New
22 23
24
25 26