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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
676
Benjamin F. Edwards & Company
Missouri
$34K – – –
SIM
677
Sonora Investment Management
Arizona
$33K -$882 -72 -3%
SMG
678
Spectrum Management Group
Indiana
$33K – – –
AW
679
Avion Wealth
Texas
$32K – – –
GG
680
Gleason Group
Kentucky
$31K +$74 +6 +0.2%
DI
681
Disciplined Investments
Oklahoma
$28K – – –
GI
682
Gradient Investments
Minnesota
$27K -$24.2K -1,938 -47%
CAAS
683
Capital Asset Advisory Services
Michigan
$26K – – –
FHA
684
Flagship Harbor Advisors
Massachusetts
$26K – – –
BWP
685
Baldwin Wealth Partners
Massachusetts
$26K – – –
FP
686
Financial Perspectives
Minnesota
$25.9K – – –
LB
687
Legacy Bridge
Iowa
$25K -$5.88K -480 -19%
SWM
688
Selective Wealth Management
Virginia
$24K +$73 +6 +0.3%
FA
689
Financial Advantage
Maryland
$24K +$24K +1,980 New
HWM
690
HighMark Wealth Management
Minnesota
$20K +$75 +6 +0.4%
PWP
691
Principle Wealth Partners
Connecticut
$20K +$20K +1,602 New
IRAG
692
Investment Research & Advisory Group
Georgia
$20K +$20K +1,662 New
WCG
693
Weaver Consulting Group
California
$19K – – –
BFIM
694
Beese Fulmer Investment Management
Ohio
$19K +$19K +1,578 New
CAL
695
Capital Advisors Ltd
Ohio
$18K +$8.01K +654 +80%
AWM
696
Atticus Wealth Management
Florida
$15K -$105K -8,736 -88%
EWM
697
Edge Wealth Management
New York
$15K – – –
PGAM
698
Princeton Global Asset Management
New Jersey
$15K +$74 +6 +0.5%
JHCP
699
Jackson Hole Capital Partners
Oklahoma
$11K – – –
WFMPM
700
Woodley Farra Manion Portfolio Management
Indiana
$11K – – –
26 27
28
29 30