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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 %
RRC
101
Relaxing Retirement Coach
Massachusetts
$10.9M 178,117 -84,859 -32%
ACG
102
Allen Capital Group
Nebraska
$10.9M 178,097 -2,525 -1%
IAS
103
IMA Advisory Services
Colorado
$10.8M 176,085 +24,969 +17%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$10.8M 183,984 -29,334 -14%
SFPM
105
Sensible Financial Planning & Management
Massachusetts
$10.7M 175,156 -8,357 -5%
LWA
106
Lenox Wealth Advisors
New York
$10.5M 171,437 +5,745 +3%
KCPG
107
Kavar Capital Partners Group
Kansas
$10.5M 170,821 +2,003 +1%
RWRC
108
R.W. Roge & Company
New York
$10.4M 169,952 +40,303 +31%
NDSI
109
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M 155,277 -1,161,323 -88%
BDF
110
Black Diamond Financial
Maryland
$10.2M 165,828 +11,629 +8%
CM
111
Columbus Macro
Pennsylvania
$9.98M 162,924 +8,994 +6%
COF
112
Capital One Financial
Virginia
$9.89M 161,401 +161,401 New
GG
113
Greenwood Gearhart
Arkansas
$9.67M 157,833 +68,599 +77%
ADL
114
Asset Dedication LLC
California
$9.62M 157,224 -4,820 -3%
CCM
115
Coldstream Capital Management
Washington
$9.53M 155,656 -9,492 -6%
DW
116
Domani Wealth
Pennsylvania
$9.52M 155,471 +17,747 +13%
NSAM
117
North Star Asset Management
Wisconsin
$9.42M 153,859 +44,761 +41%
RDWM
118
Red Door Wealth Management
Tennessee
$9.41M 153,687 +10,766 +8%
SHJ
119
Sharkey, Howes & Javer
Colorado
$8.81M 143,892 -3,526 -2%
Citadel Advisors
120
Citadel Advisors
Florida
$8.79M 143,546 +119,977 +509%
EWM
121
Empirical Wealth Management
Washington
$8.74M 142,677 -3,110 -2%
AIM
122
AMI Investment Management
Indiana
$8.33M 136,067 -87,295 -39%
BPA
123
Beacon Pointe Advisors
California
$8.21M 134,030 +112,936 +535%
SP
124
SWS Partners
Ohio
$7.82M 127,724 +127,724 New
MAS
125
Madden Advisory Services
Florida
$7.81M 127,477 +92,039 +260%
3 4
5
6 7