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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 %
RSWM
601
Robertson Stephens Wealth Management
California
$255K +$255K +19,044 New
CP
602
Camelot Portfolios
Ohio
$250K – – –
LF
603
LifeSteps Financial
California
$245K +$15K +1,116 +7%
CG
604
CFO4Life Group
Texas
$242K +$10.8K +804 +5%
WPW
605
Waldron Private Wealth
Pennsylvania
$238K -$16.1K -1,200 -6%
EWM
606
Evercore Wealth Management
New York
$238K +$968 +72 +0.4%
ACA
607
Affinity Capital Advisors
California
$235K -$5.41K -402 -2%
TSS
608
Two Sigma Securities
New York
$235K +$235K +17,460 New
HCMT
609
Highland Capital Management (Tennessee)
Tennessee
$234K – – –
HHGA
610
Halbert Hargrove Global Advisors
California
$234K – – –
HGWM
611
Horst & Graben Wealth Management
Oregon
$233K -$4.2K -312 -2%
BAM
612
Bellevue Asset Management
Washington
$232K -$81 -6 -0%
HWA
613
Heartwood Wealth Advisors
Virginia
$231K – – –
NFC
614
Northeast Financial Consultants
Connecticut
$226K – – –
SBSB
615
Sullivan, Bruyette, Speros & Blaney
Virginia
$226K +$161 +12 +0.1%
CIA
616
Capital Investment Advisors
Georgia
$222K +$2.9K +216 +1%
TP
617
Tranquility Partners
Tennessee
$220K +$220K +16,374 New
GWM
618
Geneos Wealth Management
Colorado
$217K +$28.3K +2,154 +15%
LWS
619
Lucia Wealth Services
California
$216K -$27.7K -2,064 -11%
SG
620
StoneX Group
New York
$216K +$216K +16,092 New
MG
621
McCutchen Group
Washington
$215K +$215K +16,002 New
CA
622
Cambridge Advisors
Nebraska
$213K +$213K +15,864 New
RPG
623
Resource Planning Group
Georgia
$212K -$17.7K -1,320 -8%
PIP
624
Peachtree Investment Partners
Florida
$211K +$9.99K +744 +5%
FNBOO
625
First National Bank of Omaha
Nebraska
$210K +$210K +15,600 New
23 24
25
26 27