SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$863M
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
651
Carolinas Wealth Consulting
North Carolina
$31K +$31K +3,060 New
EPM
652
Elm Partners Management
Pennsylvania
$30K – – –
HI
653
Hoey Investments
Pennsylvania
$30K – – –
SIM
654
Sonora Investment Management
Arizona
$28K -$52.6K -5,196 -65%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$28K – – –
SMG
656
Spectrum Management Group
Indiana
$28K – – –
BWM
657
Baystate Wealth Management
Massachusetts
$28K – – –
LB
658
Legacy Bridge
Iowa
$26K – – –
AW
659
Avion Wealth
Texas
$26K +$26K +2,562 New
GG
660
Gleason Group
Kentucky
$25K – – –
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
CFFP
662
Center for Financial Planning
Michigan
$24K +$1.41K +138 +6%
DI
663
Disciplined Investments
Oklahoma
$23K – – –
CAN
664
Claraphi Advisory Network
United States
$23K +$23K +2,250 New
CAAS
665
Capital Asset Advisory Services
Michigan
$22K -$2.24K -198 -9%
FHA
666
Flagship Harbor Advisors
Massachusetts
$22K +$15.8K +1,512 +252%
FP
667
Financial Perspectives
Minnesota
$21.4K – – –
BWP
668
Baldwin Wealth Partners
Massachusetts
$21K – – –
SWM
669
Selective Wealth Management
Virginia
$20K +$61 +6 +0.3%
CFGS
670
Concourse Financial Group Securities
Alabama
$20K +$17.7K +1,722 +776%
HWM
671
HighMark Wealth Management
Minnesota
$16K +$120 +12 +0.8%
WCG
672
Weaver Consulting Group
California
$15K +$15K +1,500 New
BL
673
Balentine LLC
Georgia
$13K – – –
PGAM
674
Princeton Global Asset Management
New Jersey
$12K -$8.67K -876 -42%
EWM
675
Edge Wealth Management
New York
$12K – – –
25 26
27
28 29