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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EWM
726
EPG Wealth Management
Georgia
$1K +$1K +72 New
SHWM
727
Silicon Hills Wealth Management
Texas
$810 +$810 +684 New
WQ
728
Wealth Quarterback
New Jersey
$696 +$696 +54 New
KFS
729
Kelly Financial Services
Massachusetts
$466 – – –
PGAM
730
Princeton Global Asset Management
New Jersey
$27 – +6 +0.3%
UBS AM
731
UBS AM
Illinois
– -$11.7M -993,048 Closed
VDFA
732
Vickerman & Driscoll Financial Advisors
Washington
– -$1.68M -142,350 Closed
UAS
733
United Asset Strategies
New York
– -$1.28M -108,630 Closed
GM
734
GeoWealth Management
Illinois
– -$1.01M -85,428 Closed
FAT
735
First American Trust
California
– -$635K -53,700 Closed
Wealthfront Advisers
736
Wealthfront Advisers
California
– -$491K -41,526 Closed
SBA
737
Secrest Blakey & Associates
North Carolina
– -$475K -40,188 Closed
Deutsche Bank
738
Deutsche Bank
Germany
– -$462K -39,132 Closed
BCIM
739
Bishop & Co Investment Management
Pennsylvania
– -$416K -35,154 Closed
MWM
740
Marietta Wealth Management
Georgia
– -$367K -31,050 Closed
DY
741
Dowling & Yahnke
California
– -$364K -30,828 Closed
MIM
742
Moseley Investment Management
Florida
– -$337K -28,518 Closed
B
743
Brightworth
Georgia
– -$332K -28,080 Closed
IDA
744
Intelligence Driven Advisers
California
– -$303K -25,608 Closed
WCWM
745
Willow Creek Wealth Management
California
– -$264K -22,332 Closed
WS
746
Wedbush Securities
California
– -$250K -21,174 Closed
PAS
747
Park Avenue Securities
New York
– -$230K -19,434 Closed
SIC
748
Shoker Investment Counsel
Ohio
– -$209K -17,742 Closed
EFL
749
ERn Financial LLC
Wisconsin
– -$209K -17,670 Closed
NP
750
NorthRock Partners
Minnesota
– -$202K -17,058 Closed
27 28 29
30
31