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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 %
PFA
626
Plotkin Financial Advisors
Maryland
$209K +$209K +15,570 New
MA
627
Montag & Associates
Georgia
$206K +$206K +15,342 New
Comerica Bank
628
Comerica Bank
Texas
$204K +$204K +14,634 New
GA
629
Gateway Advisory
New Jersey
$204K +$204K +15,150 New
PWAP
630
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$203K +$203K +15,120 New
PLFAM
631
Pineno Levin & Ford Asset Management
Virginia
$202K +$202K +15,048 New
JG
632
Jefferies Group
New York
$202K +$202K +15,060 New
FLA
633
Financial Life Advisors
Texas
$201K +$201K +15,000 New
SI
634
Shaker Investments
Ohio
$200K +$200K +14,910 New
PK
635
Pflug Koory
Nebraska
$192K +$25.2K +1,878 +15%
CTC
636
Central Trust Company
Missouri
$188K -$3.64K -270 -2%
AC
637
AlphaCore Capital
California
$184K -$1.93K -144 -1%
CDIA
638
Capital Directions Investment Advisors
Georgia
$184K – – –
LGWM
639
Litman Gregory Wealth Management
California
$174K – – –
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$168K – – –
ARIS
641
Advanced Research Investment Solutions
California
$161K +$161K +12,000 New
RG
642
Retirement Group
California
$158K -$47.9K -3,564 -23%
RCA
643
Rowland Carmichael Advisors
Arizona
$154K +$17.7K +1,320 +13%
JPMorgan Chase & Co
644
JPMorgan Chase & Co
New York
$151K +$91.8K +6,900 +155%
Bessemer Group
645
Bessemer Group
New Jersey
$150K +$40.4K +3,000 +37%
APA
646
American Portfolios Advisors
New York
$148K -$6.86K -510 -4%
HFA
647
Hoover Financial Advisors
Pennsylvania
$147K +$484 +36 +0.3%
HR
648
Howe & Rusling
New York
$145K – – –
RFA
649
Reilly Financial Advisors
California
$140K +$24.9K +1,848 +22%
PFS
650
Prospera Financial Services
Texas
$136K +$136K +10,086 New
24 25
26
27 28