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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 %
CCA
101
Clearwater Capital Advisors
Illinois
$15.9M +$93.6K +6,966 +0.6%
CST
102
Charles Schwab Trust
Nevada
$15.4M +$1.56M +115,860 +11%
FC
103
Financial Consulate
Maryland
$15.3M +$393K +29,226 +3%
CCA
104
Cobblestone Capital Advisors
New York
$15.2M -$1.91M -142,302 -11%
NRI
105
NFP Retirement Inc
California
$14.7M -$535K -39,822 -4%
K
106
Kemper
Illinois
$14.4M -$4.81M -357,678 -25%
CWM
107
Cabot Wealth Management
Massachusetts
$14.3M -$3.49M -259,440 -20%
KCPG
108
Kavar Capital Partners Group
Kansas
$14.2M +$559K +41,622 +4%
GSAM
109
Grant Street Asset Management
Pennsylvania
$14M +$118K +8,808 +0.9%
NSAM
110
North Star Asset Management
Wisconsin
$13.9M +$718K +53,400 +5%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$13.8M -$760K -56,148 -5%
QAM
112
QCI Asset Management
New York
$13.7M +$2.17M +161,568 +19%
GG
113
Greenwood Gearhart
Arkansas
$13.6M +$64.3K +4,782 +0.5%
DAS
114
Dynamic Advisor Solutions
Arizona
$13.6M -$209K -15,588 -2%
AG
115
Appleton Group
Wisconsin
$13.4M +$643K +47,832 +5%
ACG
116
Allen Capital Group
Nebraska
$13.4M -$470K -33,342 -3%
NDSI
117
Newman Dignan & Sheerar Inc
Rhode Island
$13.3M +$322K +23,928 +2%
RWRC
118
R.W. Roge & Company
New York
$13.1M -$890K -62,868 -6%
LWA
119
Lenox Wealth Advisors
New York
$13.1M -$1.19M -88,440 -8%
BDF
120
Black Diamond Financial
Maryland
$13M +$564K +42,000 +5%
DW
121
Domani Wealth
Pennsylvania
$12.7M +$138K +10,302 +1%
MF
122
Manchester Financial
California
$12.2M +$3.1M +230,388 +34%
CCM
123
Coldstream Capital Management
Washington
$12M -$108K -8,070 -0.9%
BA
124
Ballast Advisors
Minnesota
$11.8M +$48.5K +3,606 +0.4%
RDWM
125
Red Door Wealth Management
Tennessee
$11.6M -$264K -19,626 -2%
3 4
5
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