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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
101
Asset Dedication LLC
California
$14.3M +$2.61M +211,488 +22%
NRI
102
NFP Retirement Inc
California
$14M -$949K -76,836 -6%
FC
103
Financial Consulate
Maryland
$13.7M -$1.06M -85,920 -7%
Stifel Financial
104
Stifel Financial
Missouri
$13.5M +$5.17M +418,308 +62%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$13.3M -$403K -32,418 -3%
LWA
106
Lenox Wealth Advisors
New York
$13.1M +$404K +32,682 +3%
GSAM
107
Grant Street Asset Management
Pennsylvania
$12.8M +$12.8M +1,035,258 New
CST
108
Charles Schwab Trust
Nevada
$12.7M +$5.25M +425,400 +70%
DAS
109
Dynamic Advisor Solutions
Arizona
$12.7M -$1.71M -138,144 -12%
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
$12.5M +$437K +33,684 +4%
KCPG
111
Kavar Capital Partners Group
Kansas
$12.5M -$161K -13,074 -1%
GG
112
Greenwood Gearhart
Arkansas
$12.5M +$757K +61,290 +6%
RWRC
113
R.W. Roge & Company
New York
$12.2M -$381K -30,834 -3%
NSAM
114
North Star Asset Management
Wisconsin
$12.1M +$740K +59,952 +6%
ACG
115
Allen Capital Group
Nebraska
$12.1M -$1.08M -87,066 -8%
AG
116
Appleton Group
Wisconsin
$11.8M +$6.15M +497,754 +110%
DW
117
Domani Wealth
Pennsylvania
$11.5M +$23K +1,860 +0.2%
BDF
118
Black Diamond Financial
Maryland
$11.4M -$864K -69,924 -7%
TLP
119
Trinity Legacy Partners
Texas
$11.3M +$2.83M +223,062 +33%
RRC
120
Relaxing Retirement Coach
Massachusetts
$11.3M -$1.89M -153,186 -14%
CCM
121
Coldstream Capital Management
Washington
$11.1M -$430K -34,848 -4%
5L
122
55I LLC
Massachusetts
$10.9M +$8.43M +682,608 +343%
RDWM
123
Red Door Wealth Management
Tennessee
$10.9M -$528K -42,750 -5%
BA
124
Ballast Advisors
Minnesota
$10.8M +$2.38M +193,116 +28%
COF
125
Capital One Financial
Virginia
$10.7M -$1.27M -102,750 -11%
3 4
5
6 7