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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 %
RM
751
Resource Management
Louisiana
– -$337K -32,988 Closed
Fiera Capital (Canada)
752
Fiera Capital (Canada)
Quebec, Canada
– -$287K -28,152 Closed
FWM
753
Foresight Wealth Management
Utah
– -$286K -27,990 Closed
CA
754
Continuum Advisory
Idaho
– -$272K -27,894 Closed
NC
755
NovaPoint Capital
Georgia
– -$269K -26,394 Closed
PWPS
756
Pinnacle Wealth Planning Services
Ohio
– -$268K -26,286 Closed
CCMG
757
Clark Capital Management Group
Pennsylvania
– -$261K -25,560 Closed
MCM
758
Maryland Capital Management
Maryland
– -$253K -24,768 Closed
IAP
759
Indie Asset Partners
Indiana
– -$224K -21,924 Closed
GA
760
Gateway Advisory
New Jersey
– -$217K -21,234 Closed
RCA
761
Resonant Capital Advisors
Wisconsin
– -$204K -19,980 Closed
MWM
762
MBE Wealth Management
Wisconsin
– -$138K -13,602 Closed
SWA
763
Stratos Wealth Advisors
Ohio
– -$132K -12,972 Closed
BEAM
764
Baker Ellis Asset Management
Washington
– -$110K -10,800 Closed
AIC
765
Ameritas Investment Company
Nebraska
– -$101K -10,020 Closed
BII
766
Bainco International Investors
Massachusetts
– -$74K -7,236 Closed
WT
767
Washington Trust
Rhode Island
– -$70K -6,858 Closed
PC
768
Permanens Capital
New York
– -$56K -5,520 Closed
NFG
769
Next Financial Group
Texas
– -$35K -3,396 Closed
PO
770
Private Ocean
California
– -$34K -3,348 Closed
CFFP
771
Center for Financial Planning
Michigan
– -$24K -2,346 Closed
CAN
772
Claraphi Advisory Network
United States
– -$23K -2,250 Closed
BL
773
Balentine LLC
Georgia
– -$13K -1,320 Closed
CBT
774
Capital Bank & Trust
California
– -$9K -900 Closed
PCA
775
Providence Capital Advisors
North Carolina
– -$2K -168 Closed
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