SCHX icon

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.

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$94.5M
2
WANY
Wealthspire Advisors (New York)
New York
$0
3
CAM
Cresset Asset Management
Illinois
$39M
4
SEI Investments
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
AssetMark Inc
California
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
126
QCI Asset Management
New York
$10.6M +$2.17M +176,016 +26%
SFPM
127
Sensible Financial Planning & Management
Massachusetts
$10.6M -$2.36M -191,466 -18%
EWM
128
Empirical Wealth Management
Washington
$10.4M -$182K -14,706 -2%
NC
129
NewSquare Capital
Pennsylvania
$10.1M +$893K +72,300 +10%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.61M +$1.52M +123,252 +19%
BWM
131
BCS Wealth Management
Tennessee
$9.57M +$593K +47,994 +7%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$9.47M +$336K +27,246 +4%
ACA
133
Ascension Capital Advisors
Texas
$9.45M +$16.5K +1,332 +0.2%
DP
134
Denver PWM
Colorado
$9.35M -$263K -21,318 -3%
PWM
135
Provident Wealth Management
Tennessee
$9.21M +$171K +13,848 +2%
PCWA
136
Pacific Capital Wealth Advisors
California
$9.11M -$4.74K -384 -0.1%
AIM
137
AMI Investment Management
Indiana
$8.94M -$1.14M -92,514 -11%
BPM
138
Bowling Portfolio Management
Ohio
$8.86M +$1.78M +144,528 +25%
SHJ
139
Sharkey, Howes & Javer
Colorado
$8.84M -$1.82M -147,246 -17%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$8.83M +$354K +28,686 +4%
ACM
141
Alpha Capital Management
Texas
$8.57M +$38.2K +3,090 +0.4%
MF
142
Manchester Financial
California
$8.4M -$148K -12,000 -2%
BC
143
Burleson & Co
California
$8.29M -$355K -26,484 -4%
PAG
144
Private Advisor Group
New Jersey
$8.14M -$228K -18,474 -3%
SPA
145
Sentinel Pension Advisors
Massachusetts
$7.99M -$98.8K -7,998 -1%
PIMG
146
Patriot Investment Management Group
Tennessee
$7.91M +$310K +25,116 +4%
LF
147
Lee Financial
Texas
$7.91M -$638K -51,678 -7%
AIM
148
Anchor Investment Management
South Carolina
$7.89M +$404K +32,730 +5%
MCM
149
MAI Capital Management
Ohio
$7.81M -$983K -79,584 -11%
MW
150
Marcum Wealth
Ohio
$7.78M +$1.71M +138,714 +28%
4 5
6
7 8