SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

728 hedge funds and large institutions have $11.9B invested in Schwab US Large- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 30 closing their positions.

Holders
728
Holders Change
+95
Holders Change %
+15.01%
% of All Funds
14.38%
Holding in Top 10
155
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+20.16%
% of All Funds
3.06%
New
134
Increased
288
Reduced
230
Closed
30
Calls
$677K
Puts
$59.5M
Net Calls
-$58.9M
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
76
Valley National Advisers
Pennsylvania
$22.2M 288,895 +10,337 +4%
BMM
77
Buffington Mohr McNeal
Idaho
$21.9M 285,011 +4,569 +2%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$21.4M 278,737 -40,273 -13%
ACWM
79
Adams Chetwood Wealth Management
North Carolina
$21.2M 275,547 +275,547 New
MWA
80
Martel Wealth Advisors
Washington
$21.2M 275,505 -21,148 -7%
DCM
81
DeGreen Capital Management
Arizona
$20.9M 271,970 -2,559 -0.9%
FFN
82
Focus Financial Network
Minnesota
$20.9M 271,510 +25,572 +10%
JIP
83
Jaffetilchin Investment Partners
Florida
$20.5M 266,976 +358 +0.1%
RRC
84
Relaxing Retirement Coach
Massachusetts
$20.2M 262,976 -8,242 -3%
MI
85
Moneywise Inc
Virginia
$19.9M 280,020 -3,792 -1%
PAG
86
Pinnacle Advisory Group
Maryland
$19.6M 255,358 +8,360 +3%
MWP
87
Meridian Wealth Partners
Pennsylvania
$19.3M 250,999 +250,999 New
5L
88
55I LLC
Massachusetts
$19.3M 250,872 +169,023 +207%
LIM
89
Leavell Investment Management
Alabama
$18.9M 246,337 -3,618 -1%
BO
90
BRR OpCo
Ohio
$18.4M 239,921 +3,884 +2%
K
91
Kemper
Illinois
$18.3M 238,368 – –
VAS
92
Valicenti Advisory Services
New York
$18.1M 236,140 -9,219 -4%
CCA
93
Cobblestone Capital Advisors
New York
$18.1M 235,123 -4,510 -2%
SWA
94
Sutton Wealth Advisors
Florida
$18M 234,771 +15,161 +7%
CWM
95
Cabot Wealth Management
Massachusetts
$17.9M 232,607 -627 -0.3%
AIM
96
AMI Investment Management
Indiana
$17.2M 223,362 +6,634 +3%
AA
97
Advisory Alpha
Michigan
$16.6M 212,568 +34,543 +19%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.6M 215,795 +871 +0.4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$16.5M 213,318 -86,269 -29%
Wells Fargo
100
Wells Fargo
California
$15.7M 203,848 -35,559 -15%
2 3
4
5 6