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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
51
Towercrest Capital Management
Pennsylvania
$32.8M +$2.93M +237,522 +10%
AWMG
52
Alliance Wealth Management Group
New Jersey
$32.8M +$2.93M +237,522 +10%
MTC
53
Matrix Trust Company
Colorado
$30.7M -$1.88M -151,980 -6%
CMP
54
Courage Miller Partners
Virginia
$30.4M -$507K -41,052 -2%
AA
55
Ancora Advisors
Ohio
$28.9M -$429K -34,710 -1%
BPA
56
Beacon Pointe Advisors
California
$28.3M +$18.4M +1,487,532 +185%
RA
57
Riversedge Advisors
Delaware
$28.2M +$10.6M +855,930 +60%
FWM
58
Frontier Wealth Management
Missouri
$28M +$12.3M +994,764 +78%
Bank of America
59
Bank of America
North Carolina
$27.9M +$14M +1,130,418 +100%
FWM
60
Filbrandt Wealth Management
Wisconsin
$27.1M -$206K -16,680 -0.8%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$26.1M +$4.24M +343,464 +19%
BC
62
Brinker Capital
Pennsylvania
$26.1M -$1.96M -158,508 -7%
CHA
63
Cooper/Haims Advisors
New York
$24.9M -$7.63M -617,718 -23%
JIC
64
Johnson Investment Counsel
Ohio
$23.8M +$270K +21,858 +1%
BMM
65
Buffington Mohr McNeal
Idaho
$23.4M +$1.78M +144,114 +8%
BO
66
BRR OpCo
Ohio
$23.3M +$3.99M +322,788 +21%
AIA
67
Arcadia Investment Advisors
Idaho
$23.1M -$6.3K -510 -0%
OWM
68
Orgel Wealth Management
Wisconsin
$22.8M +$15.4M +1,248,252 +210%
MI
69
Moneywise Inc
Virginia
$22M +$1.38M +112,074 +7%
IAS
70
IMA Advisory Services
Colorado
$21.6M +$8.58M +694,980 +66%
CG
71
Colony Group
Massachusetts
$21.6M +$959K +77,682 +5%
VNA
72
Valley National Advisers
Pennsylvania
$21.5M -$2.38M -192,660 -10%
Morgan Stanley
73
Morgan Stanley
New York
$21.5M +$6.54M +529,518 +44%
MWA
74
Martel Wealth Advisors
Washington
$21.4M -$326K -26,424 -2%
AAMA
75
Advanced Asset Management Advisors
Ohio
$20.9M -$8.89M -720,000 -30%
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