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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 %
SIC
151
Salem Investment Counselors
North Carolina
$7.7M -$15.5K -1,254 -0.2%
JWM
152
Jackson Wealth Management
Florida
$7.7M +$7.7M +623,142 New
BWA
153
Burt Wealth Advisors
Maryland
$7.69M +$893K +72,294 +13%
OIA
154
OneDigital Investment Advisors
Kansas
$7.66M +$405K +32,790 +6%
NL
155
NEPC LLC
Massachusetts
$7.55M – – –
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$7.55M -$912K -73,836 -11%
BAAM
157
Baker Avenue Asset Management
California
$7.5M +$6.06M +490,854 +422%
CM
158
Columbus Macro
Pennsylvania
$7.37M -$4.7M -380,592 -39%
BWM
159
BerganKDV Wealth Management
Minnesota
$7.3M -$571K -46,194 -7%
FNC
160
First National Corp
Massachusetts
$7.13M +$646K +52,344 +10%
PFC
161
Phocas Financial Corp
California
$7.12M -$6.29M – –
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$7.06M +$130K +10,500 +2%
MA
163
MCF Advisors
Kentucky
$6.96M +$1.49M +120,738 +27%
SWA
164
SFMG Wealth Advisors
Texas
$6.95M -$551K -44,574 -7%
ECM
165
Exchange Capital Management
Michigan
$6.94M -$291K -23,580 -4%
LBC
166
Lowe Brockenbrough & Co
Virginia
$6.87M +$600K +48,570 +10%
NIC
167
Northwest Investment Counselors
Oregon
$6.82M -$243K -19,674 -3%
AWM
168
Avior Wealth Management
Nebraska
$6.47M +$215K +17,382 +3%
IA
169
IFP Advisors
Florida
$6.38M -$1.1M -90,372 -15%
HCM
170
Hengehold Capital Management
Ohio
$6.28M +$755K +61,104 +14%
PP
171
Paloma Partners
Connecticut
$6.21M +$6.21M +502,782 New
IWMA
172
Ironwood Wealth Management (Arizona)
Arizona
$6.17M -$1.73M -139,722 -22%
MAS
173
Managed Account Services
Florida
$5.99M +$124K +9,660 +2%
DWM
174
Destination Wealth Management
California
$5.88M -$1.33M -107,916 -18%
LSAG
175
Lake Street Advisors Group
New Hampshire
$5.83M +$1.3M +105,510 +29%
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