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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 %
LFG
601
Larson Financial Group
Missouri
$241K -$26.8K -2,094 -10%
BCWM
602
Blue Chip Wealth Management
Florida
$241K +$241K +18,834 New
PAS
603
Partnervest Advisory Services
California
$236K +$231 +18 +0.1%
GF
604
Goodman Financial
Texas
$234K +$234K +18,240 New
KA
605
Kovack Advisors
Florida
$230K – – –
Citigroup
606
Citigroup
New York
$230K +$107K +8,388 +88%
GG
607
Gofen & Glossberg
Illinois
$229K -$20K -1,560 -8%
MA
608
Mutual Advisors
Nebraska
$227K +$227K +17,712 New
WPW
609
Waldron Private Wealth
Pennsylvania
$226K – – –
HCM
610
HM Capital Management
Missouri
$226K – – –
NHC
611
Nicholas Hoffman & Company
Georgia
$226K +$1.08K +84 +0.5%
ACM
612
AlphaStar Capital Management
North Carolina
$224K -$30.8K -2,406 -12%
MCM
613
Maple Capital Management
Vermont
$221K -$5.7K -444 -3%
DACG
614
Donor Advised Charitable Giving
California
$221K +$2.38K +186 +1%
NFC
615
Northeast Financial Consultants
Connecticut
$215K +$215K +16,800 New
SEIA
616
Signature Estate & Investment Advisors
California
$214K -$12.5K -978 -6%
TCM
617
Telos Capital Management
California
$214K +$214K +16,740 New
LGWM
618
Litman Gregory Wealth Management
California
$213K +$213K +16,644 New
Comerica Bank
619
Comerica Bank
Texas
$211K +$211K +16,170 New
CP
620
Camelot Portfolios
Ohio
$210K +$210K +16,380 New
IWM
621
IHT Wealth Management
Illinois
$209K +$209K +16,338 New
Fifth Third Bancorp
622
Fifth Third Bancorp
Ohio
$208K +$162K +12,654 +355%
LWS
623
Lucia Wealth Services
California
$206K +$206K +16,092 New
SWPG
624
Strategic Wealth Partners Group
Illinois
$204K +$204K +15,960 New
CDIA
625
Capital Directions Investment Advisors
Georgia
$203K – – –
23 24
25
26 27