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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.

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
1
Charles Schwab
California
$863M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$71M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.15B
4
Creative Planning
4
Creative Planning
Kansas
$212M
5
ISG
5
Investment Security Group
Colorado
$51M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
Towercrest Capital Management
Pennsylvania
$24.7M 403,258 -30,612 -7%
AWMG
52
Alliance Wealth Management Group
New Jersey
$24.7M 403,258 -30,611 -7%
AAMA
53
Advanced Asset Management Advisors
Ohio
$24.6M 401,700 – –
HighTower Advisors
54
HighTower Advisors
Illinois
$24.3M 396,049 -203,981 -34%
AA
55
Ancora Advisors
Ohio
$24.2M 395,653 +51,660 +15%
BC
56
Brinker Capital
Pennsylvania
$23.2M 378,838 -86,639 -19%
FWM
57
Filbrandt Wealth Management
Wisconsin
$22.6M 368,451 +56,051 +18%
Ameriprise
58
Ameriprise
Minnesota
$22.1M 360,054 +40,432 +13%
VNA
59
Valley National Advisers
Pennsylvania
$19.7M 322,271 +33,376 +12%
JIC
60
Johnson Investment Counsel
Ohio
$19.5M 317,867 -20,574 -6%
CCA
61
Clearwater Capital Advisors
Illinois
$19.5M 317,643 -89,491 -22%
AIA
62
Arcadia Investment Advisors
Idaho
$19.1M 311,337 +2,513 +0.8%
ACWM
63
Adams Chetwood Wealth Management
North Carolina
$18.3M 261,819 -13,728 -5%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$18.1M 295,424 -66,743 -18%
SS
65
Sunbelt Securities
Texas
$18M 247,348 +241,784 +4,346%
MWA
66
Martel Wealth Advisors
Washington
$18M 293,289 +17,784 +6%
BMM
67
Buffington Mohr McNeal
Idaho
$17.9M 291,520 +6,509 +2%
CG
68
Colony Group
Massachusetts
$17.1M 278,709 +138,003 +98%
MI
69
Moneywise Inc
Virginia
$17M 277,671 -2,349 -0.8%
K
70
Kemper
Illinois
$16.5M 238,368 – –
JIP
71
Jaffetilchin Investment Partners
Florida
$16.4M 268,029 +1,053 +0.4%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$16.4M 267,260 -23,587 -8%
BO
73
BRR OpCo
Ohio
$15.9M 260,343 +20,422 +9%
PRS
74
Pinkerton Retirement Specialists
Idaho
$15.9M 259,734 -214,656 -45%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$15.8M 258,586 -20,151 -7%
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