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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 %
DBRC
101
D.B. Root & Company
Pennsylvania
$15.6M 203,481 -190 -0.1%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$15.5M 202,251 +36,977 +22%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$15.5M 201,724 -5,673 -3%
SEEDPG
104
S.E.E.D. Planning Group
New York
$15.4M 200,371 +200,371 New
MA
105
MCF Advisors
Kentucky
$15M 194,772 -19,875 -9%
NRI
106
NFP Retirement Inc
California
$14.7M 191,505 +191,505 New
CONA
107
Capital One National Association
New York
$14.6M 189,888 +189,888 New
CCM
108
CWH Capital Management
Washington
$14.2M 185,183 +4,844 +3%
SFPM
109
Sensible Financial Planning & Management
Massachusetts
$14.1M 183,513 -2,820 -2%
CWM
110
CCG Wealth Management
California
$14.1M 183,044 -17,283 -9%
SJIM
111
St. Johns Investment Management
Florida
$13.9M 181,283 +3,218 +2%
ACG
112
Allen Capital Group
Nebraska
$13.9M 180,622 -17,001 -9%
RA
113
Riversedge Advisors
Delaware
$13.9M 180,555 +17,951 +11%
VWA
114
Visionary Wealth Advisors
Illinois
$13M 169,596 +169,596 New
KCPG
115
Kavar Capital Partners Group
Kansas
$13M 168,818 +14,041 +9%
FTIOP
116
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.8M 232,114 +228,114 +5,703%
LWA
117
Lenox Wealth Advisors
New York
$12.7M 165,692 +1,924 +1%
CCM
118
Coldstream Capital Management
Washington
$12.7M 165,148 -53,656 -25%
ADL
119
Asset Dedication LLC
California
$12.5M 162,044 -1,172 -0.7%
Bank of America
120
Bank of America
North Carolina
$12.4M 161,386 +9,479 +6%
DWM
121
Destination Wealth Management
California
$12.2M 158,310 +57,949 +58%
DAS
122
Dynamic Advisor Solutions
Arizona
$12M 156,227 +7,281 +5%
BDF
123
Black Diamond Financial
Maryland
$11.8M 154,199 +7,396 +5%
CM
124
Columbus Macro
Pennsylvania
$11.8M 153,930 -27,034 -15%
LF
125
Lee Financial
Texas
$11.8M 153,420 +16,957 +12%
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5
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