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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
+$100M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$75.6M
2
PA
Planning Alternatives
Michigan
-$22.3M
3
GC
Gratus Capital
Georgia
-$16.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.6M
5
FMP
Financial Management Professionals
Texas
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
726
McIlrath & Eck
Washington
$1K -$2.08K -150 -68%
PP
727
PrairieView Partners
Minnesota
$1K – – –
AF
728
Allworth Financial
California
$1K – – –
TFGT
729
TS Financial Group (TSFG)
Illinois
$1K – – –
Koshinski Asset Management
730
Koshinski Asset Management
Illinois
$978 +$9 +606 +0.9%
FCH
731
Freestone Capital Holdings
Washington
$645 +$645 +48 New
KFS
732
Kelly Financial Services
Massachusetts
$497 – – –
FCA
733
FinTrust Capital Advisors
South Carolina
$361 +$163 +12,078 +82%
WIM
734
Westside Investment Management
California
$6 – – –
GC
735
Gratus Capital
Georgia
– -$16.5M -1,339,794 Closed
PP
736
Paloma Partners
Connecticut
– -$6.21M -502,782 Closed
CWM
737
Confluence Wealth Management
Oregon
– -$2.45M -198,642 Closed
CWS
738
Cypress Wealth Services
California
– -$1.75M -141,642 Closed
CCFM
739
Clear Creek Financial Management
Washington
– -$1.48M -119,634 Closed
OMC
740
Old Mission Capital
Illinois
– -$1.15M -92,826 Closed
ACM
741
AlphaStar Capital Management
North Carolina
– -$1.11M -85,698 Closed
Wolverine Trading
742
Wolverine Trading
Illinois
– -$879K -72,252 Closed
LFA
743
Legend Financial Advisors
Pennsylvania
– -$801K -64,854 Closed
IF
744
IRON Financial
Illinois
– -$619K -50,136 Closed
GI
745
GS Investments
Minnesota
– -$546K -44,220 Closed
BMM
746
Berkshire Money Management
Massachusetts
– -$507K -41,052 Closed
CWP
747
Capital Wealth Planning
Florida
– -$476K -38,532 Closed
NL
748
NWAM LLC
Washington
– -$339K -27,432 Closed
BRWM
749
B. Riley Wealth Management
Tennessee
– -$298K -24,144 Closed
RMA
750
Roffman Miller Associates
Pennsylvania
– -$288K -23,322 Closed
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