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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FC
51
Financial Consulate
Maryland
$32.8M 427,617 +137,488 +47%
WP
52
WealthSource Partners
California
$32.3M 420,847 +298,938 +245%
CMP
53
Courage Miller Partners
Virginia
$31.4M 408,170 +2,548 +0.6%
CCA
54
Clearwater Capital Advisors
Illinois
$31.3M 407,134 +141,837 +53%
CFIA
55
Cantor Fitzgerald Investment Advisors
New York
$31M 403,506 -3,705 -0.9%
AAMA
56
Advanced Asset Management Advisors
Ohio
$30.9M 401,700 – –
AIP
57
Almanack Investment Partners
Pennsylvania
$28.5M 371,364 +73,720 +25%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$27.8M 362,167 +4,343 +1%
AA
59
Ancora Advisors
Ohio
$26.4M 343,993 +5,238 +2%
JIC
60
Johnson Investment Counsel
Ohio
$26M 338,441 +569 +0.2%
AFS
61
Access Financial Services
Minnesota
$25.7M 334,063 -5,684 -2%
M&T Bank
62
M&T Bank
New York
$25.6M 548,333 +542,733 +9,692%
PFM
63
Parsec Financial Management
North Carolina
$25.5M 331,451 +55,568 +20%
WCWM
64
Wooster Corthell Wealth Management
Connecticut
$25.2M 328,256 +167 +0.1%
TCM
65
Tradewinds Capital Management
Washington
$24.7M 321,043 +200,096 +165%
Morgan Stanley
66
Morgan Stanley
New York
$24.6M 319,953 -130,025 -29%
Ameriprise
67
Ameriprise
Minnesota
$24.6M 319,622 +10,463 +3%
AP
68
Appleton Partners
Massachusetts
$24.4M 318,303 +20,291 +7%
BWA
69
BlueSky Wealth Advisors
North Carolina
$24.4M 312,866 +260 +0.1%
FWM
70
Filbrandt Wealth Management
Wisconsin
$24M 312,400 +312,400 New
BA
71
Bristlecone Advisors
Washington
$23.9M 311,706 -63,452 -17%
AIA
72
Arcadia Investment Advisors
Idaho
$23.7M 308,824 -15,328 -5%
BC
73
Burleson & Co
California
$23.7M 298,712 -8,730 -3%
AWM
74
Apollon Wealth Management
South Carolina
$22.9M 292,659 +4,136 +1%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$22.3M 290,847 +10,937 +4%
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