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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 %
HWA
676
HCR Wealth Advisors
California
$67K – – –
HFA
677
HC Financial Advisors
California
$67K – – –
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$55K – – –
PAI
679
Pittenger & Anderson Inc
Nebraska
$55K +$5.6K +420 +11%
BBL
680
Beck Bode LLC
Massachusetts
$51K +$51K +3,768 New
QCMC
681
Quantum Capital Management (California)
California
$46K – – –
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
$44K – – –
ST
683
Smithfield Trust
Pennsylvania
$41K – – –
CWC
684
Carolinas Wealth Consulting
North Carolina
$41K – – –
EPM
685
Elm Partners Management
Pennsylvania
$39K – – –
HI
686
Hoey Investments
Pennsylvania
$39K – – –
AA
687
Advisory Alpha
Michigan
$37K -$3.22M -237,264 -99%
BWM
688
Baystate Wealth Management
Massachusetts
$37K – – –
BFEC
689
Benjamin F. Edwards & Company
Missouri
$37K – – –
SMG
690
Spectrum Management Group
Indiana
$36K – – –
AW
691
Avion Wealth
Texas
$34K – – –
GG
692
Gleason Group
Kentucky
$34K +$243 +18 +0.7%
DI
693
Disciplined Investments
Oklahoma
$31K -$327 -24 -1%
GI
694
Gradient Investments
Minnesota
$31K +$1.63K +120 +6%
TFM
695
TFC Financial Management
Massachusetts
$31K +$31K +2,340 New
CPW
696
Catalyst Private Wealth
California
$30K +$30K +2,232 New
FP
697
Financial Perspectives
Minnesota
$28.2K – – –
BWP
698
Baldwin Wealth Partners
Massachusetts
$28K – – –
LB
699
Legacy Bridge
Iowa
$27K – – –
CAAS
700
Capital Asset Advisory Services
Michigan
$26K – – –
26 27
28
29 30