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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
Charles Schwab
California
$863M
2
SEI Investments
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
Creative Planning
Kansas
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
701
Kelly Financial Services
Massachusetts
$374 – – –
WIM
702
Westside Investment Management
California
$4 +$4 +480 New
PFG
703
Piershale Financial Group
Illinois
– -$43.9M -3,428,526 Closed
WCWM
704
Wooster Corthell Wealth Management
Connecticut
– -$25.2M -1,969,536 Closed
RJFSA
705
Raymond James Financial Services Advisors
Florida
– -$8.38M -654,888 Closed
MWM
706
MinichMacGregor Wealth Management
New York
– -$7.46M -582,444 Closed
TI
707
tru Independence
Oregon
– -$5.85M -572,784 Closed
SFS
708
Strategic Financial Services
New York
– -$6.98M -544,992 Closed
MWP
709
MYCIO Wealth Partners
Pennsylvania
– -$6.25M -488,316 Closed
LWM
710
Lionsbridge Wealth Management
Florida
– -$4.22M -329,244 Closed
JIP
711
JBJ Investment Partners
South Carolina
– -$3.47M -270,912 Closed
FVWA
712
Foster Victor Wealth Advisors
South Carolina
– -$3.01M -232,878 Closed
BCP
713
Blackhawk Capital Partners
Wisconsin
– -$2.46M -207,720 Closed
AI
714
Atria Investments
North Carolina
– -$2.25M -175,788 Closed
LCC
715
Lincoln Capital Corp
Rhode Island
– -$2.18M -170,160 Closed
GSWM
716
Golden State Wealth Management
California
– -$1.99M -155,616 Closed
Susquehanna International Group
717
Susquehanna International Group
Pennsylvania
– -$1.68M -131,214 Closed
Koshinski Asset Management
718
Koshinski Asset Management
Illinois
– -$1.58M -124,014 Closed
GBBWRPM
719
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$1.36M -106,482 Closed
TC
720
Tatro Capital
Kentucky
– -$1.18M -92,238 Closed
CW
721
CreativeOne Wealth
Kansas
– -$1.14M -89,016 Closed
Nomura Asset Management
722
Nomura Asset Management
Japan
– -$986K -77,028 Closed
ACA
723
Ackerman Capital Advisors
Texas
– -$779K -60,870 Closed
RA
724
Rational Advisors
New York
– -$553K -43,236 Closed
CA
725
Corrado Advisors
New Jersey
– -$545K -42,606 Closed
27 28
29
30 31