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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.

New
Increased
Maintained
Reduced
Closed
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 %
KFS
726
Kelly Financial Services
Massachusetts
$454 – – –
WIM
727
Westside Investment Management
California
$5 – – –
WANY
728
Wealthspire Advisors (New York)
New York
– -$38.9M -3,808,200 Closed
SS
729
Sunbelt Securities
Texas
– -$18M -1,484,088 Closed
SP
730
SWS Partners
Ohio
– -$7.82M -766,344 Closed
ACM
731
Argent Capital Management
Missouri
– -$4.64M -454,740 Closed
WAM
732
Wakefield Asset Management
Colorado
– -$3.12M -305,190 Closed
LAM
733
L2 Asset Management
Massachusetts
– -$3.08M -301,800 Closed
PP
734
PagnatoKarp Partners
Virginia
– -$2.49M -244,296 Closed
TI
735
Trexquant Investment
Connecticut
– -$2.03M -198,810 Closed
A
736
AdvicePeriod
California
– -$1.77M -173,388 Closed
TIM
737
Total Investment Management
Arizona
– -$1.48M -144,930 Closed
JG
738
Jefferies Group
New York
– -$1.38M -135,378 Closed
GPFA
739
Game Plan Financial Advisors
Ohio
– -$1.25M -122,268 Closed
TF
740
Trek Financial
Arizona
– -$1.21M -118,668 Closed
PPA
741
Parametric Portfolio Associates
Washington
– -$1.21M -118,164 Closed
PCM
742
Pennsylvania Capital Management
Pennsylvania
– -$929K -94,728 Closed
VWA
743
V Wealth Advisors
Kansas
– -$933K -91,398 Closed
CIBC Private Wealth Group
744
CIBC Private Wealth Group
Georgia
– -$722K -70,764 Closed
CBFP
745
Cedar Brook Financial Partners
Ohio
– -$649K -63,534 Closed
BAC
746
Boys Arnold & Co
North Carolina
– -$407K -39,864 Closed
CB
747
Commerce Bank
Missouri
– -$388K -38,016 Closed
CRC
748
Curi RMB Capital
Illinois
– -$375K -36,744 Closed
Deutsche Bank
749
Deutsche Bank
Germany
– -$359K -35,208 Closed
JLBC
750
J.L. Bainbridge & Co
Florida
– -$348K -34,104 Closed
28 29
30
31 32