SCHX icon

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 %
NNP
626
Nachman Norwood & Parrott
South Carolina
$201K +$201K +15,708 New
EA
627
Evergreen Advisors
Tennessee
$200K +$200K +15,636 New
AC
628
AlphaCore Capital
California
$198K +$198K +15,444 New
BAM
629
Bellevue Asset Management
Washington
$194K +$194K +15,138 New
CAGAS
630
Capital Advisory Group Advisory Services
Minnesota
$192K +$192K +15,036 New
FCA
631
FinTrust Capital Advisors
South Carolina
$191K +$1.31K +102 +0.7%
RCA
632
Rowland Carmichael Advisors
Arizona
$188K -$50K -3,900 -21%
RG
633
Retirement Group
California
$186K +$186K +14,508 New
GI
634
GS Investments
Minnesota
$185K -$251K -23,220 -58%
GWM
635
Geneos Wealth Management
Colorado
$184K -$7.68K -600 -4%
CTC
636
Central Trust Company
Missouri
$182K +$130K +10,200 +253%
AWM
637
Atticus Wealth Management
Florida
$180K +$180K +14,058 New
GRP
638
Global Retirement Partners
California
$174K – – –
POIA
639
Pin Oak Investment Advisors
Texas
$171K – – –
PK
640
Pflug Koory
Nebraska
$155K +$7.67K +600 +5%
M
641
MOTCO
Texas
$151K – – –
APA
642
American Portfolios Advisors
New York
$142K +$77.1K +6,024 +119%
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$12.3K +954 +10%
SF
644
Synovus Financial
Georgia
$129K +$9.96K +780 +8%
CIAS
645
CBIZ Investment Advisory Services
Ohio
$113K – – –
SWM
646
Sugarloaf Wealth Management
Georgia
$113K +$113K +8,808 New
IFWM
647
Institute for Wealth Management
Colorado
$112K +$112K +8,712 New
PFBT
648
Parkside Financial Bank & Trust
Missouri
$110K – – –
PC
649
Permanens Capital
New York
$109K -$23K -1,800 -17%
RFA
650
Reilly Financial Advisors
California
$109K -$16.4K -1,284 -13%
24 25
26
27 28