SCHX icon

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
+$100M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$75.6M
2
PA
Planning Alternatives
Michigan
-$22.3M
3
GC
Gratus Capital
Georgia
-$16.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.6M
5
FMP
Financial Management Professionals
Texas
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
126
Trinity Legacy Partners
Texas
$11.2M -$1.39M -98,580 -11%
EWM
127
Empirical Wealth Management
Washington
$11.2M -$156K -11,640 -1%
NC
128
NewSquare Capital
Pennsylvania
$11.1M +$128K +9,540 +1%
SFPM
129
Sensible Financial Planning & Management
Massachusetts
$11.1M -$413K -30,708 -4%
IWC
130
Integrated Wealth Concepts
Massachusetts
$11M +$11M +822,084 New
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$10.9M +$65.2K +120 +0.6%
ACA
132
Ascension Capital Advisors
Texas
$10.7M +$404K +30,054 +4%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.6M +$133K +9,894 +1%
PCWA
134
Pacific Capital Wealth Advisors
California
$10.1M +$216K +16,068 +2%
BWM
135
BCS Wealth Management
Tennessee
$10.1M -$310K -23,100 -3%
SP
136
SWS Partners
Ohio
$10.1M +$10.1M +749,838 New
DP
137
Denver PWM
Colorado
$10M -$161K -11,958 -2%
SHJ
138
Sharkey, Howes & Javer
Colorado
$9.57M -$53.8K -4,002 -0.6%
SPA
139
Sentinel Pension Advisors
Massachusetts
$9.51M +$812K +60,444 +9%
PWM
140
Provident Wealth Management
Tennessee
$9.49M -$532K -39,558 -5%
ACM
141
Alpha Capital Management
Texas
$9.42M +$97.6K +7,266 +1%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$9.27M -$340K -25,272 -4%
AIM
143
Anchor Investment Management
South Carolina
$9.18M +$596K +44,346 +7%
AIM
144
AMI Investment Management
Indiana
$9.06M -$668K -49,698 -7%
OIA
145
OneDigital Investment Advisors
Kansas
$8.82M +$482K +35,880 +6%
Jane Street
146
Jane Street
New York
$8.74M +$6.17M +458,754 +239%
PIMG
147
Patriot Investment Management Group
Tennessee
$8.64M +$33.1K +2,466 +0.4%
PAG
148
Private Advisor Group
New Jersey
$8.45M -$356K -26,676 -4%
BWA
149
Burt Wealth Advisors
Maryland
$8.36M -$4.84K -360 -0.1%
MCM
150
MAI Capital Management
Ohio
$8.33M -$170K -12,648 -2%
4 5
6
7 8