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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 %
CBT
701
Capital Bank & Trust
California
$12K – – –
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$12K – – –
WFMPM
703
Woodley Farra Manion Portfolio Management
Indiana
$12K +$12K +906 New
NDSI
704
Newman Dignan & Sheerar Inc
Rhode Island
$10.1K +$9.15K +7,149,084 +953%
KC
705
Knuff & Co
California
$10K – – –
CAL
706
Capital Advisors Ltd
Ohio
$10K +$10K +816 New
ACA
707
Atlas Capital Advisors
Wyoming
$8.29K – – –
HCM
708
Horrell Capital Management
Arkansas
$8K – – –
FHA
709
Flagship Harbor Advisors
Massachusetts
$8K – – –
LDFR
710
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
OPS
711
Orion Portfolio Solutions
Nebraska
$8K +$8K +612 New
SCA
712
Stonebridge Capital Advisors
Minnesota
$5K – – –
1NWS
713
1 North Wealth Services
Maryland
$5K – – –
NIM
714
Nicollet Investment Management
Minnesota
$4.25K -$161 -12,594 -4%
CFGS
715
Concourse Financial Group Securities
Alabama
$3K -$8.35K -618 -74%
TFO
716
Tarbox Family Office
California
$3K +$77 +6 +3%
ME
717
McIlrath & Eck
Washington
$3K +$2.76K +204 +1,133%
GWMIA
718
Global Wealth Management Investment Advisory
Florida
$3K +$3K +240 New
WT
719
Whittier Trust
California
$2K -$3.68K -276 -65%
MAM
720
Marquette Asset Management
Minnesota
$2K – – –
CCMW
721
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2K +150 New
GEA
722
Glen Eagle Advisors
New Jersey
$2K – – –
AF
723
Allworth Financial
California
$1K – – –
TFGT
724
TS Financial Group (TSFG)
Illinois
$1K – – –
SIS
725
Sound Income Strategies
Florida
$1K +$1K +48 New
27 28
29
30 31