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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
$4.5B
2
HSA
HBK Sorce Advisory
Pennsylvania
$258M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
BCI
Brinker Capital Investments
Pennsylvania
$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.4B
2
PA
Planning Alternatives
Michigan
$18M
3
GC
Gratus Capital
Georgia
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$45.9M
5
FMP
Financial Management Professionals
Texas
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
751
QCM Cayman
Texas
– -$272K -22,032 Closed
HF
752
HRT Financial
New York
– -$255K -20,700 Closed
DACG
753
Donor Advised Charitable Giving
California
– -$254K -20,526 Closed
RG
754
Rikoon Group
New Mexico
– -$233K -18,900 Closed
PAS
755
Partnervest Advisory Services
California
– -$228K -18,438 Closed
BSAM
756
Blue Square Asset Management
New York
– -$209K -16,956 Closed
ATPW
757
Ashton Thomas Private Wealth
Arizona
– -$209K -16,914 Closed
MWA
758
MFA Wealth Advisors
Pennsylvania
– -$173K -13,986 Closed
SF
759
Synovus Financial
Georgia
– -$107K -8,688 Closed
PA
760
Procyon Advisors
Connecticut
– -$34K -2,724 Closed
FA
761
Financial Advantage
Maryland
– -$24K -1,980 Closed
PWP
762
Principle Wealth Partners
Connecticut
– -$20K -1,602 Closed
BFIM
763
Beese Fulmer Investment Management
Ohio
– -$19K -1,578 Closed
EWM
764
Edge Wealth Management
New York
– -$15K -1,200 Closed
WFMPM
765
Woodley Farra Manion Portfolio Management
Indiana
– -$11K -912 Closed
KPCM
766
Kings Point Capital Management
New York
– -$11K -870 Closed
LWM
767
Liberty Wealth Management
California
– -$10K -804 Closed
ACA
768
Atlas Capital Advisors
Wyoming
– -$8K -648 Closed
SCA
769
Stonebridge Capital Advisors
Minnesota
– -$5K -390 Closed
Citigroup
770
Citigroup
New York
– -$4K -300 Closed
OPS
771
Orion Portfolio Solutions
Nebraska
– -$3K -252 Closed
TF
772
Tompkins Financial
New York
– -$2K -192 Closed
WT
773
Whittier Trust
California
– -$2K -150 Closed
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