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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 %
PG
651
Proffitt & Goodson
Tennessee
$129K – – –
NG
652
NWK Group
California
$127K -$5.15K -384 -4%
VCM
653
Vigilant Capital Management
Maine
$126K +$126K +9,402 New
SFS
654
Sowell Financial Services
Arkansas
$122K +$28.9K +2,148 +31%
SWM
655
Sugarloaf Wealth Management
Georgia
$118K – – –
PFBT
656
Parkside Financial Bank & Trust
Missouri
$115K – – –
CIAS
657
CBIZ Investment Advisory Services
Ohio
$108K -$99K – –
CIAS
658
Capital Investment Advisory Services
North Carolina
$103K -$2.17K -162 -2%
Fifth Third Bancorp
659
Fifth Third Bancorp
Ohio
$103K – – –
GWS
660
Glassman Wealth Services
Virginia
$100K +$81 +6 +0.1%
IWP
661
IAG Wealth Partners
Wisconsin
$99K – – –
M
662
MOTCO
Texas
$98K – – –
AIP
663
Ameritas Investment Partners
Nebraska
$95K – – –
LFG
664
LifePlan Financial Group
Ohio
$93K – – –
GT
665
Glenmede Trust
Pennsylvania
$88K – – –
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K -$8.1K -600 -9%
SPIA
667
Steward Partners Investment Advisory
New York
$87K +$9.2K +684 +12%
BWA
668
BDO Wealth Advisors
Florida
$84K – – –
NFG
669
Next Financial Group
Texas
$83K +$83K +6,204 New
SIAP
670
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K -$17K -1,266 -17%
POIA
671
Pin Oak Investment Advisors
Texas
$82K +$1.61K +120 +2%
GAM
672
Gemmer Asset Management
California
$77K -$96.9K -7,164 -56%
SFSG
673
Stearns Financial Services Group
North Carolina
$77K – – –
MIM
674
Macroview Investment Management
Maryland
$74K +$16.7K +1,236 +29%
SL
675
Savior LLC
Massachusetts
$70K +$70K +5,196 New
25 26
27
28 29