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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
$4.5B
2
HSA
HBK Sorce Advisory
Pennsylvania
$258M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
BCI
Brinker Capital Investments
Pennsylvania
$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.4B
2
PA
Planning Alternatives
Michigan
$18M
3
GC
Gratus Capital
Georgia
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$45.9M
5
FMP
Financial Management Professionals
Texas
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
51
55I LLC
Massachusetts
$34.6M +$22.7M +1,691,172 +192%
AWMG
52
Alliance Wealth Management Group
New Jersey
$34.2M -$1.47M -109,164 -4%
TCM
53
Towercrest Capital Management
Pennsylvania
$34.2M -$1.47M -109,164 -4%
FWM
54
Filbrandt Wealth Management
Wisconsin
$34.2M +$4.75M +353,670 +16%
MTC
55
Matrix Trust Company
Colorado
$33.7M +$290K +21,552 +0.9%
RA
56
Riversedge Advisors
Delaware
$32.3M +$1.68M +125,082 +5%
BPA
57
Beacon Pointe Advisors
California
$31.2M +$396K +29,448 +1%
CMP
58
Courage Miller Partners
Virginia
$30.4M +$74 +6 +0%
FWM
59
Frontier Wealth Management
Missouri
$29.5M -$1.02M -76,104 -3%
AA
60
Ancora Advisors
Ohio
$29.3M -$2.15M -159,636 -7%
Bank of America
61
Bank of America
North Carolina
$28.6M -$1.79M -133,338 -6%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$27.9M -$495K -36,822 -2%
BCI
63
Brinker Capital Investments
Pennsylvania
$27.2M +$27.2M +2,026,026 New
Morgan Stanley
64
Morgan Stanley
New York
$26.4M +$3.09M +229,956 +13%
JIP
65
Jaffetilchin Investment Partners
Florida
$26.1M +$3.75M +279,090 +17%
JIC
66
Johnson Investment Counsel
Ohio
$26M +$107K +7,968 +0.4%
BO
67
BRR OpCo
Ohio
$25.9M +$602K +44,790 +2%
BMM
68
Buffington Mohr McNeal
Idaho
$25.8M +$404K +30,090 +2%
AIA
69
Arcadia Investment Advisors
Idaho
$24.5M -$604K -44,940 -2%
MI
70
Moneywise Inc
Virginia
$24.2M +$315K +23,448 +1%
OWM
71
Orgel Wealth Management
Wisconsin
$23.9M -$889K -66,138 -4%
CG
72
Colony Group
Massachusetts
$23.3M -$171K -12,708 -0.7%
IAS
73
IMA Advisory Services
Colorado
$23.1M -$463K -34,446 -2%
AAMA
74
Advanced Asset Management Advisors
Ohio
$22.7M – – –
PAG
75
Pinnacle Advisory Group
Maryland
$22.3M +$1.49M +110,898 +7%
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