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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
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
626
AlphaCore Capital
California
$171K -$16.9K -1,368 -9%
CDIA
627
Capital Directions Investment Advisors
Georgia
$169K -$26.7K -2,160 -14%
LGWM
628
Litman Gregory Wealth Management
California
$160K – – –
GAM
629
Gemmer Asset Management
California
$159K +$89.3K +7,218 +128%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$154K +$154K +12,480 New
PK
631
Pflug Koory
Nebraska
$153K – – –
APA
632
American Portfolios Advisors
New York
$142K -$48.5K -3,930 -25%
HFA
633
Hoover Financial Advisors
Pennsylvania
$135K +$135K +10,896 New
HR
634
Howe & Rusling
New York
$133K -$83.4K -6,750 -39%
RCA
635
Rowland Carmichael Advisors
Arizona
$125K +$5.25K +426 +4%
NG
636
NWK Group
California
$122K -$223 -18 -0.2%
PG
637
Proffitt & Goodson
Tennessee
$119K +$119K +9,624 New
SWM
638
Sugarloaf Wealth Management
Georgia
$109K – – –
SF
639
Synovus Financial
Georgia
$107K -$21.6K -1,752 -17%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$106K – – –
RFA
641
Reilly Financial Advisors
California
$106K – – –
Bessemer Group
642
Bessemer Group
New Jersey
$100K +$221 +18 +0.2%
CIAS
643
CBIZ Investment Advisory Services
Ohio
$99K -$90K – –
CIAS
644
Capital Investment Advisory Services
North Carolina
$97K -$21.1K -1,710 -18%
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$95K +$50.9K +4,110 +115%
IRC
646
Investors Research Corp
Georgia
$93K – – –
GWS
647
Glassman Wealth Services
Virginia
$92K -$43.9K -3,546 -32%
IWP
648
IAG Wealth Partners
Wisconsin
$91K – – –
M
649
MOTCO
Texas
$90K -$55.3K -4,500 -38%
SIAP
650
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K +$29K +2,376 +48%
24 25
26
27 28