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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 %
MWA
76
Martel Wealth Advisors
Washington
$22.3M -$1.04M -77,040 -4%
AP
77
Appleton Partners
Massachusetts
$22.1M +$1.07M +79,872 +5%
AIP
78
Almanack Investment Partners
Pennsylvania
$22M +$2.58M +181,908 +13%
Wells Fargo
79
Wells Fargo
California
$21.7M -$105K -7,824 -0.5%
ACWM
80
Adams Chetwood Wealth Management
North Carolina
$21.1M -$33.9K -2,520 -0.2%
BA
81
Bristlecone Advisors
Washington
$20.9M +$1.03M +76,296 +5%
MWP
82
Meridian Wealth Partners
Pennsylvania
$20.9M +$835K +62,100 +4%
CHA
83
Cooper/Haims Advisors
New York
$20.5M -$6.62M -492,816 -24%
VNA
84
Valley National Advisers
Pennsylvania
$20.2M -$3.19M -237,456 -14%
RRC
85
Relaxing Retirement Coach
Massachusetts
$20.1M +$7.76M +577,008 +63%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$20M -$638K -47,496 -3%
SJIM
87
St. Johns Investment Management
Florida
$19.3M -$587K -43,662 -3%
LIM
88
Leavell Investment Management
Alabama
$19.3M -$106K -7,860 -0.5%
SWA
89
Sutton Wealth Advisors
Florida
$19.3M +$243K +18,096 +1%
FFN
90
Focus Financial Network
Minnesota
$18.9M -$632K -47,064 -3%
MFGP
91
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.6M +$183K +13,602 +1%
MW
92
Marcum Wealth
Ohio
$18.2M +$9.78M +727,788 +115%
PA
93
Planning Alternatives
Michigan
$18M -$22.3M -1,660,452 -55%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$17.6M -$104K -8,442 -0.6%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$17.4M +$224K +16,674 +1%
Stifel Financial
96
Stifel Financial
Missouri
$17.2M +$2.59M +193,080 +18%
VAS
97
Valicenti Advisory Services
New York
$17.2M -$1.22M -91,080 -7%
AFS
98
Access Financial Services
Minnesota
$16.9M -$418K -31,110 -2%
DBRC
99
D.B. Root & Company
Pennsylvania
$16.3M +$89.7K +6,672 +0.6%
ADL
100
Asset Dedication LLC
California
$15.9M +$429K +31,914 +3%
2 3
4
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