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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
IMA Advisory Services
Colorado
$11.6M +$188K +14,652 +2%
MF
127
Manchester Financial
California
$11.6M -$1.07M -83,244 -8%
IWMA
128
Ironwood Wealth Management (Arizona)
Arizona
$11.5M -$8.96M -700,182 -44%
DP
129
Denver PWM
Colorado
$11.5M -$378K -29,286 -3%
SHJ
130
Sharkey, Howes & Javer
Colorado
$11.3M -$20.2M -1,577,052 -64%
EWM
131
Empirical Wealth Management
Washington
$11.2M -$570K -44,508 -5%
RDWM
132
Red Door Wealth Management
Tennessee
$11.2M +$11.2M +857,526 New
Jane Street
133
Jane Street
New York
$11.1M +$2.84M +221,646 +34%
NWS
134
Newport Wealth Strategies
California
$10.9M +$2.17M +168,900 +25%
AG
135
Appleton Group
Wisconsin
$10.9M -$615K -48,060 -5%
CG
136
Colony Group
Massachusetts
$10.8M -$120K -9,378 -1%
DW
137
Domani Wealth
Pennsylvania
$10.6M -$1.23K -96 -0%
MCM
138
MAI Capital Management
Ohio
$10.4M +$1.24M +97,020 +13%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$10.3M +$881K +68,832 +9%
ACA
140
Ascension Capital Advisors
Texas
$10.1M +$10.1M +788,448 New
RWRC
141
R.W. Roge & Company
New York
$10M +$10M +777,894 New
AF
142
Advisornet Financial
Minnesota
$10M +$3.55M +277,332 +55%
IA
143
IFP Advisors
Florida
$9.64M +$2.4M +186,792 +33%
PWM
144
Provident Wealth Management
Tennessee
$9.49M +$9.49M +741,120 New
PCWA
145
Pacific Capital Wealth Advisors
California
$9.2M +$9.2M +718,860 New
ACM
146
Alpha Capital Management
Texas
$9.01M -$349K -27,276 -4%
TLP
147
Trinity Legacy Partners
Texas
$8.93M -$386K -29,724 -4%
KM
148
Kalos Management
Georgia
$8.87M +$319K +23,694 +4%
BA
149
Ballast Advisors
Minnesota
$8.65M +$8.65M +675,948 New
SQA
150
Simon Quick Advisors
New Jersey
$8.57M +$8.57M +669,642 New
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6
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