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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.

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
1
Charles Schwab
California
$863M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$71M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.15B
4
Creative Planning
4
Creative Planning
Kansas
$212M
5
ISG
5
Investment Security Group
Colorado
$51M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
76
Appleton Partners
Massachusetts
$15.8M 257,251 -61,052 -19%
BA
77
Bristlecone Advisors
Washington
$15.8M 257,226 -54,480 -17%
PAG
78
Pinnacle Advisory Group
Maryland
$15.7M 256,288 +930 +0.4%
MWP
79
Meridian Wealth Partners
Pennsylvania
$15.3M 249,486 -1,513 -0.6%
FFN
80
Focus Financial Network
Minnesota
$15.3M 249,136 -22,374 -8%
CWM
81
Cabot Wealth Management
Massachusetts
$15.2M 248,732 +16,125 +7%
LIM
82
Leavell Investment Management
Alabama
$15M 244,294 -2,043 -0.8%
CFIA
83
Cantor Fitzgerald Investment Advisors
New York
$14.8M 241,875 -161,631 -40%
SJIM
84
St. Johns Investment Management
Florida
$14.6M 239,166 +57,883 +32%
RA
85
Riversedge Advisors
Delaware
$14.5M 237,427 +56,872 +31%
SWA
86
Sutton Wealth Advisors
Florida
$14.1M 230,498 -4,273 -2%
VAS
87
Valicenti Advisory Services
New York
$14M 228,597 -7,543 -3%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.9M 227,015 +11,220 +5%
CCA
89
Cobblestone Capital Advisors
New York
$13.2M 214,967 -20,156 -9%
AFS
90
Access Financial Services
Minnesota
$13.2M 214,705 -119,358 -36%
FWM
91
Frontier Wealth Management
Missouri
$13M 212,520 +120,977 +132%
Wells Fargo
92
Wells Fargo
California
$12.9M 210,042 +6,194 +3%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$12.6M 206,466 +4,215 +2%
DBRC
94
D.B. Root & Company
Pennsylvania
$12.6M 205,747 +2,266 +1%
NRI
95
NFP Retirement Inc
California
$12.3M 201,454 +9,949 +5%
Morgan Stanley
96
Morgan Stanley
New York
$12.3M 201,307 -118,646 -37%
FC
97
Financial Consulate
Maryland
$12.2M 198,854 -228,763 -53%
DAS
98
Dynamic Advisor Solutions
Arizona
$11.9M 194,135 +37,908 +24%
Bank of America
99
Bank of America
North Carolina
$11.5M 188,566 +27,180 +17%
CCM
100
CWH Capital Management
Washington
$11M 179,288 -5,895 -3%
2 3
4
5 6