SCHX icon

Schwab US Large- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
651
Vigilant Capital Management
Maine
$103K
LFG
652
LifePlan Financial Group
Ohio
$102K -$65.4K -5,088 -39%
SIM
653
Sonora Investment Management
Arizona
$102K +$100K +7,842 +6,535%
Chevy Chase Trust
654
Chevy Chase Trust
Maryland
$95K +$95K +7,458 New
IWP
655
IAG Wealth Partners
Wisconsin
$94K +$94K +7,296 New
GWS
656
Glassman Wealth Services
Virginia
$93K
HWA
657
HCR Wealth Advisors
California
$89K +$89K +6,972 New
GT
658
Glenmede Trust
Pennsylvania
$84K -$15.3K -1,200 -15%
AIC
659
Ameritas Investment Company
Nebraska
$75K +$75K +5,874 New
SPIA
660
Steward Partners Investment Advisory
New York
$74K +$307 +24 +0.4%
SFSG
661
Stearns Financial Services Group
North Carolina
$73K
NG
662
NWK Group
California
$73K +$73K +5,676 New
SIAP
663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
CIAS
664
Capital Investment Advisory Services
North Carolina
$60K
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
QCMC
666
Quantum Capital Management (California)
California
$45K
Rockefeller Capital Management
667
Rockefeller Capital Management
New York
$43K
OAJ
668
Ogorek Anthony Joseph
New York
$41K -$1.7M -134,376 -98%
CAC
669
Certified Advisory Corp
Florida
$41K -$17.4K -1,350 -30%
PA
670
Procyon Advisors
Connecticut
$40K +$40K +3,090 New
PAI
671
Pittenger & Anderson Inc
Nebraska
$40K +$40K +3,126 New
ST
672
Smithfield Trust
Pennsylvania
$39K
HI
673
Hoey Investments
Pennsylvania
$37K +$37K +2,904 New
IRC
674
Investors Research Corp
Georgia
$36K
HR
675
Howe & Rusling
New York
$36K +$8.62K +678 +31%