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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 %
BCWM
576
Blue Chip Wealth Management
Florida
$298K +$1.53K +114 +0.5%
AIA
577
Armor Investment Advisors
North Carolina
$295K – – –
FA
578
Fagan Associates
New York
$294K -$46K -3,420 -14%
NNP
579
Nachman Norwood & Parrott
South Carolina
$294K +$81 +6 +0%
RWA
580
Redhawk Wealth Advisors
Minnesota
$294K +$294K +21,882 New
ACM
581
Armbruster Capital Management
New York
$293K -$335K -24,966 -53%
PCM
582
Parsons Capital Management
Rhode Island
$291K -$10.1K -750 -3%
TWM
583
Tanglewood Wealth Management
Texas
$289K -$8.62K -642 -3%
IA
584
Independence Advisors
Pennsylvania
$289K – – –
LSC
585
Lesa Sroufe & Co
Washington
$289K +$7.02K +522 +2%
CWA
586
Clarity Wealth Advisors
California
$283K -$41.9K -3,126 -13%
QCG
587
Quadrant Capital Group
Ohio
$281K – – –
VBFG
588
Vishria Bird Financial Group
Tennessee
$275K -$4.43K -330 -2%
H
589
HoyleCohen
California
$274K – – –
MA
590
Mutual Advisors
Nebraska
$267K -$2.26K -168 -0.8%
Susquehanna International Group
591
Susquehanna International Group
Pennsylvania
$263K -$4.45M -331,128 -94%
NHC
592
Nicholas Hoffman & Company
Georgia
$263K +$1.05K +78 +0.4%
DADC
593
D.A. Davidson & Co
Montana
$263K +$7.82K +582 +3%
BDF
594
Balasa Dinverno & Foltz
$261K – – –
W
595
Wealthquest
Ohio
$260K -$29.3K -2,190 -10%
GVAG
596
Great Valley Advisor Group
Delaware
$260K -$5.24K -390 -2%
FM
597
Foster & Motley
Ohio
$258K -$211K -15,744 -45%
PFA
598
Pathway Financial Advisors
Vermont
$258K – – –
EFL
599
ERn Financial LLC
Wisconsin
$258K +$20.6K +1,536 +9%
RWA
600
RGT Wealth Advisors
Texas
$255K +$255K +18,978 New
22 23
24
25 26