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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 %
CBT
676
Capital Bank & Trust
California
$9K – – –
JHCP
677
Jackson Hole Capital Partners
Oklahoma
$9K – – –
WFMPM
678
Woodley Farra Manion Portfolio Management
Indiana
$9K +$59 +6 +0.7%
OAJ
679
Ogorek Anthony Joseph
New York
$8K -$23.4K -2,418 -74%
CAL
680
Capital Advisors Ltd
Ohio
$8K – – –
ACA
681
Atlas Capital Advisors
Wyoming
$6.62K – – –
HCM
682
Horrell Capital Management
Arkansas
$6K – – –
LDFR
683
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
BWL
684
Bogart Wealth LLC
Virginia
$5K +$5K +444 New
PFO
685
Pathstone Family Office
New Jersey
$5K +$5K +450 New
FNC
686
First National Corp
Massachusetts
$4K -$1.09K -142,422 -21%
SCA
687
Stonebridge Capital Advisors
Minnesota
$4K – – –
WA
688
WBH Advisory
Maryland
$3.88K -$951 -93,162 -20%
DCM
689
Davis Capital Management
Florida
$3K +$3K +306 New
CCMW
690
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
ME
691
McIlrath & Eck
Washington
$2K – – –
WT
692
Whittier Trust
California
$2K – – –
PCA
693
Providence Capital Advisors
North Carolina
$2K +$2K +168 New
TF
694
Tompkins Financial
New York
$2K +$2K +192 New
GEA
695
Glen Eagle Advisors
New Jersey
$1.59K – – –
AF
696
Allworth Financial
California
$1K – – –
TFGT
697
TS Financial Group (TSFG)
Illinois
$1K – – –
EWM
698
EPG Wealth Management
Georgia
$1K – – –
PP
699
PrairieView Partners
Minnesota
$1K +$1K +84 New
CMA
700
Cedar Mountain Advisors
Oregon
$1K +$1K +132 New
26 27
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