SCHX icon

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
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

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 %
ACA
126
Ascension Capital Advisors
Texas
$7.8M 127,264 -4,144 -3%
VWA
127
Visionary Wealth Advisors
Illinois
$7.77M 126,804 -42,792 -25%
NC
128
NewSquare Capital
Pennsylvania
$7.63M 124,573 +29,705 +31%
DP
129
Denver PWM
Colorado
$7.62M 129,748 -17,981 -12%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$7.55M 123,273 -78,451 -39%
PCWA
131
Pacific Capital Wealth Advisors
California
$7.53M 122,942 +3,132 +3%
BC
132
Burleson & Co
California
$7.51M 107,548 -191,164 -64%
PWM
133
Provident Wealth Management
Tennessee
$7.47M 121,936 -1,584 -1%
VBFG
134
Vishria Bird Financial Group
Tennessee
$7.47M 121,930 +68,239 +127%
BWM
135
BCS Wealth Management
Tennessee
$7.42M 121,196 +31,304 +35%
CWM
136
CCG Wealth Management
California
$7.42M 121,133 -61,911 -34%
MCM
137
MAI Capital Management
Ohio
$7.27M 118,646 -17,371 -13%
LF
138
Lee Financial
Texas
$7.07M 115,377 -38,043 -25%
MF
139
Manchester Financial
California
$7.07M 115,385 -35,617 -24%
ACM
140
Alpha Capital Management
Texas
$7.05M 115,102 -2,195 -2%
SSWM
141
Sheets Smith Wealth Management
North Carolina
$7.01M 114,422 +66,088 +137%
QAM
142
QCI Asset Management
New York
$7M 114,219 +14,254 +14%
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$6.99M 114,187 -19,513 -15%
BA
144
Ballast Advisors
Minnesota
$6.95M 113,495 +837 +0.7%
NWS
145
Newport Wealth Strategies
California
$6.94M 102,863 -38,537 -27%
PAG
146
Private Advisor Group
New Jersey
$6.92M 112,958 +25,770 +30%
Stifel Financial
147
Stifel Financial
Missouri
$6.85M 111,832 +49,183 +79%
FAAS
148
First Allied Advisory Services
California
$6.7M 109,322 +7,478 +7%
SPA
149
Sentinel Pension Advisors
Massachusetts
$6.69M 109,193 +29,434 +37%
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.68M 109,095 +35,705 +49%
4 5
6
7 8