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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 %
LWS
601
Lucia Wealth Services
California
$224K +$224K +18,156 New
ACA
602
Affinity Capital Advisors
California
$221K +$371 +30 +0.2%
HGWM
603
Horst & Graben Wealth Management
Oregon
$218K +$218K +17,622 New
EWM
604
Evercore Wealth Management
New York
$218K +$218K +17,622 New
EFL
605
ERn Financial LLC
Wisconsin
$218K +$218K +17,658 New
IWM
606
IHT Wealth Management
Illinois
$215K +$215K +17,394 New
HCMT
607
Highland Capital Management (Tennessee)
Tennessee
$215K +$215K +17,418 New
HHGA
608
Halbert Hargrove Global Advisors
California
$215K +$215K +17,442 New
BAM
609
Bellevue Asset Management
Washington
$213K – – –
RPG
610
Resource Planning Group
Georgia
$212K -$33.5K -2,706 -14%
LF
611
LifeSteps Financial
California
$212K +$212K +17,142 New
HWA
612
Heartwood Wealth Advisors
Virginia
$212K +$212K +17,160 New
CG
613
CFO4Life Group
Texas
$212K +$212K +17,178 New
BSAM
614
Blue Square Asset Management
New York
$209K -$314K -25,434 -60%
ATPW
615
Ashton Thomas Private Wealth
Arizona
$209K +$209K +16,914 New
SBSB
616
Sullivan, Bruyette, Speros & Blaney
Virginia
$207K +$74 +6 +0%
NFC
617
Northeast Financial Consultants
Connecticut
$207K +$207K +16,800 New
Thrivent Financial for Lutherans
618
Thrivent Financial for Lutherans
Minnesota
$203K – – –
CIA
619
Capital Investment Advisors
Georgia
$202K -$87.9K -7,110 -30%
RG
620
Retirement Group
California
$189K +$189K +15,318 New
PIP
621
Peachtree Investment Partners
Florida
$185K +$6.68K +540 +4%
FCA
622
FinTrust Capital Advisors
South Carolina
$182K -$2.67K -216 -1%
CTC
623
Central Trust Company
Missouri
$176K – – –
MWA
624
MFA Wealth Advisors
Pennsylvania
$173K -$3.55M -287,616 -95%
GWM
625
Geneos Wealth Management
Colorado
$172K – – –
23 24
25
26 27