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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.

New
Increased
Maintained
Reduced
Closed
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
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

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 Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
726
Millennium Management
New York
– -$534K -41,706 Closed
CG
727
CFO4Life Group
Texas
– -$525K -41,004 Closed
ZIM
728
Zacks Investment Management
Illinois
– -$499K -38,982 Closed
NL
729
NWAM LLC
Washington
– -$444K -34,668 Closed
DLHL
730
Donald L. Hagan LLC
Florida
– -$437K -33,096 Closed
HWA
731
Heartwood Wealth Advisors
Virginia
– -$405K -31,608 Closed
SW
732
SteelPeak Wealth
California
– -$349K -27,276 Closed
Principal Financial Group
733
Principal Financial Group
Iowa
– -$345K -26,940 Closed
MA
734
Montag & Associates
Georgia
– -$335K -26,190 Closed
EH
735
Equitable Holdings
New York
– -$330K -25,788 Closed
OPA
736
Old Port Advisors
Maine
– -$329K -25,578 Closed
OMC
737
Old Mission Capital
Illinois
– -$322K -25,134 Closed
WPC
738
Waters Parkerson & Co
Louisiana
– -$292K -22,800 Closed
AFA
739
Arlington Financial Advisors
California
– -$282K -22,002 Closed
PFA
740
Pathway Financial Advisors
Vermont
– -$290K -21,972 Closed
SG
741
StoneX Group
New York
– -$279K -21,774 Closed
LF
742
LifeSteps Financial
California
– -$267K -20,832 Closed
Fisher Asset Management
743
Fisher Asset Management
Washington
– -$255K -19,944 Closed
TSS
744
Two Sigma Securities
New York
– -$255K -19,932 Closed
CWM
745
Cornerstone Wealth Management
Missouri
– -$250K -19,506 Closed
BNP Paribas Financial Markets
746
BNP Paribas Financial Markets
France
– -$246K -19,224 Closed
PAS
747
Partnervest Advisory Services
California
– -$236K -18,402 Closed
GF
748
Goodman Financial
Texas
– -$234K -18,240 Closed
KA
749
Kovack Advisors
Florida
– -$230K -17,988 Closed
GG
750
Gofen & Glossberg
Illinois
– -$229K -17,856 Closed
28 29
30
31 32