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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

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

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
676
Hudock Inc
Pennsylvania
$35K -$8.37K -660 -19%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$35K – – –
BWM
678
Baystate Wealth Management
Massachusetts
$35K – – –
JPMorgan Chase & Co
679
JPMorgan Chase & Co
New York
$35K – – –
SMG
680
Spectrum Management Group
Indiana
$35K +$35K +2,700 New
EPM
681
Elm Partners Management
Pennsylvania
$34K – – –
BWA
682
BDO Wealth Advisors
Florida
$32K -$5.67K -450 -15%
LB
683
Legacy Bridge
Iowa
$32K – – –
GG
684
Gleason Group
Kentucky
$32K +$32K +2,496 New
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K -$8.18K -630 -21%
CAAS
686
Capital Asset Advisory Services
Michigan
$29K +$29K +2,142 New
DI
687
Disciplined Investments
Oklahoma
$29K +$29K +2,298 New
CFFP
688
Center for Financial Planning
Michigan
$28K +$28K +2,208 New
TF
689
TimeScale Financial
Massachusetts
$27K -$69K -5,400 -72%
BWP
690
Baldwin Wealth Partners
Massachusetts
$27K – – –
FP
691
Financial Perspectives
Minnesota
$26.9K +$26.9K +2,100 New
MIM
692
Macroview Investment Management
Maryland
$26K +$8.39K +660 +48%
HNB
693
Huntington National Bank
Ohio
$25K – – –
SWM
694
Selective Wealth Management
Virginia
$25K +$152 +12 +0.6%
PMFA
695
Plante Moran Financial Advisors
Michigan
$21K -$5.88K -450 -22%
NFG
696
Next Financial Group
Texas
$20K +$20K +1,536 New
HWM
697
HighMark Wealth Management
Minnesota
$20K +$20K +1,590 New
BL
698
Balentine LLC
Georgia
$17K -$13.4K -1,038 -44%
CFG
699
Citizens Financial Group
Rhode Island
$16K +$4.08K +306 +34%
EWM
700
Edge Wealth Management
New York
$15K – – –
26 27
28
29 30