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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
Charles Schwab
California
$863M
2
SEI Investments
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
Creative Planning
Kansas
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
751
Waldron Private Wealth
Pennsylvania
– -$226K -17,724 Closed
NHC
752
Nicholas Hoffman & Company
Georgia
– -$226K -17,640 Closed
HCM
753
HM Capital Management
Missouri
– -$226K -17,616 Closed
MCM
754
Maple Capital Management
Vermont
– -$221K -17,226 Closed
NFC
755
Northeast Financial Consultants
Connecticut
– -$215K -16,800 Closed
TCM
756
Telos Capital Management
California
– -$214K -16,740 Closed
SEIA
757
Signature Estate & Investment Advisors
California
– -$214K -16,728 Closed
CP
758
Camelot Portfolios
Ohio
– -$210K -16,380 Closed
IWM
759
IHT Wealth Management
Illinois
– -$209K -16,338 Closed
Comerica Bank
760
Comerica Bank
Texas
– -$211K -16,170 Closed
LWS
761
Lucia Wealth Services
California
– -$206K -16,092 Closed
SWPG
762
Strategic Wealth Partners Group
Illinois
– -$204K -15,960 Closed
NNP
763
Nachman Norwood & Parrott
South Carolina
– -$201K -15,708 Closed
EA
764
Evergreen Advisors
Tennessee
– -$200K -15,636 Closed
CAGAS
765
Capital Advisory Group Advisory Services
Minnesota
– -$192K -15,036 Closed
IFWM
766
Institute for Wealth Management
Colorado
– -$112K -8,712 Closed
VCM
767
Vigilant Capital Management
Maine
– -$103K -8,070 Closed
Chevy Chase Trust
768
Chevy Chase Trust
Maryland
– -$95K -7,458 Closed
HI
769
Hudock Inc
Pennsylvania
– -$35K -2,760 Closed
TF
770
TimeScale Financial
Massachusetts
– -$27K -2,112 Closed
CFG
771
Citizens Financial Group
Rhode Island
– -$16K -1,200 Closed
KC
772
Knuff & Co
California
– -$10K -762 Closed
GWMIA
773
Global Wealth Management Investment Advisory
Florida
– -$3K -240 Closed
TFO
774
Tarbox Family Office
California
– -$3K -234 Closed
MAM
775
Marquette Asset Management
Minnesota
– -$2K -150 Closed
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