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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 %
FNC
151
First National Corp
Massachusetts
$8.54M +$46.2K +3,606 +0.5%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$8.38M +$1.97M +153,966 +31%
NSAM
153
North Star Asset Management
Wisconsin
$8.38M +$849K +66,300 +11%
ECM
154
Exchange Capital Management
Michigan
$8.34M -$810K -63,306 -9%
OIA
155
OneDigital Investment Advisors
Kansas
$8.34M -$141K -11,046 -2%
PFC
156
Phocas Financial Corp
California
$8.19M -$7.57M – –
OFG
157
Omega Financial Group
California
$8.01M +$225K +17,556 +3%
SIC
158
Salem Investment Counselors
North Carolina
$7.93M +$80.1K +6,258 +1%
FAAS
159
First Allied Advisory Services
California
$7.82M -$2.97M -232,290 -28%
QAM
160
QCI Asset Management
New York
$7.68M +$290K +22,692 +4%
NIC
161
Northwest Investment Counselors
Oregon
$7.53M -$14K -1,092 -0.2%
MWM
162
MinichMacGregor Wealth Management
New York
$7.46M +$404K +31,566 +6%
BWM
163
BerganKDV Wealth Management
Minnesota
$7.41M +$189K +14,760 +3%
NC
164
NewSquare Capital
Pennsylvania
$7.29M +$109K +8,490 +2%
SBL
165
Sargent Bickham Lagudis
Colorado
$7.24M +$1.67M +130,398 +30%
ATWA
166
Arbor Trust Wealth Advisors
Michigan
$7.15M +$7.15M +558,846 New
HCM
167
Hengehold Capital Management
Ohio
$7.08M -$692K -54,048 -9%
FAIM
168
Financial Advocates Investment Management
Washington
$7.04M +$381K +29,790 +6%
YAL
169
Your Advocates Ltd
Texas
$7.04M +$7.04M +549,870 New
FWM
170
Frontier Wealth Management
Missouri
$7.03M +$2.96M +231,204 +73%
SFS
171
Strategic Financial Services
New York
$6.98M -$608K -47,496 -8%
BWM
172
BCS Wealth Management
Tennessee
$6.91M +$6.91M +539,352 New
GG
173
Greenwood Gearhart
Arkansas
$6.85M +$111K +8,706 +2%
BWA
174
Burt Wealth Advisors
Maryland
$6.76M +$497K +38,862 +8%
PAG
175
Private Advisor Group
New Jersey
$6.7M +$258K +20,124 +4%
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