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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 %
HFRG
701
Houlihan Financial Resource Group
Virginia
$26K +$26K +1,848 New
TF
702
TimeScale Financial
Massachusetts
$24K +$24K +1,800 New
IRAG
703
Investment Research & Advisory Group
Georgia
$22K – – –
HWM
704
HighMark Wealth Management
Minnesota
$22K +$163 +12 +0.7%
JWM
705
Jeppson Wealth Management
California
$22K +$22K +1,650 New
WCG
706
Weaver Consulting Group
California
$20K – – –
SWM
707
Selective Wealth Management
Virginia
$18K -$9K -660 -33%
AWM
708
Atticus Wealth Management
Florida
$18K +$826 +60 +5%
FHA
709
Flagship Harbor Advisors
Massachusetts
$16K -$12.2K -912 -43%
PGAM
710
Princeton Global Asset Management
New Jersey
$16K +$78 +6 +0.5%
JHCP
711
Jackson Hole Capital Partners
Oklahoma
$12K +$312 +24 +3%
OAJ
712
Ogorek Anthony Joseph
New York
$11K – – –
AAP
713
Arax Advisory Partners
Colorado
$10K -$25.5K -1,962 -72%
HCM
714
Horrell Capital Management
Arkansas
$8K – – –
LDFR
715
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
PMFA
716
Plante Moran Financial Advisors
Michigan
$7K – – –
PFO
717
Pathstone Family Office
New Jersey
$6K – – –
BWL
718
Bogart Wealth LLC
Virginia
$6K – – –
CWM
719
Cedar Wealth Management
California
$4K – – –
CFGS
720
Concourse Financial Group Securities
Alabama
$3K – – –
GEA
721
Glen Eagle Advisors
New Jersey
$2.1K – – –
CCMW
722
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
CMA
723
Cedar Mountain Advisors
Oregon
$2K – – –
WP
724
WealthShield Partners
North Carolina
$2K +$2K +144 New
FWM
725
Focused Wealth Management
New York
$2K +$2K +150 New
27 28
29
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