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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 %
BAAM
151
Baker Avenue Asset Management
California
$8.32M +$166K +12,342 +2%
JWM
152
Jackson Wealth Management
Florida
$8.28M -$99.3K -7,386 -1%
NL
153
NEPC LLC
Massachusetts
$8.22M – – –
LBC
154
Lowe Brockenbrough & Co
Virginia
$8.18M +$703K +52,320 +9%
JPMPWA
155
J.P. Morgan Private Wealth Advisors
California
$8.11M -$109K -8,076 -1%
HB
156
Homrich & Berg
Georgia
$8.04M +$7.48M +556,842 +1,339%
SIC
157
Salem Investment Counselors
North Carolina
$7.93M -$448K -33,324 -5%
ATWA
158
Arbor Trust Wealth Advisors
Michigan
$7.73M +$47.8K +3,558 +0.6%
SWA
159
SFMG Wealth Advisors
Texas
$7.62M +$62.6K +4,662 +0.8%
TI
160
tru Independence
Oregon
$7.58M +$7.58M +563,646 New
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$7.44M -$2.87M -213,540 -28%
LF
162
Lee Financial
Texas
$7.36M -$1.25M -93,036 -15%
NIC
163
Northwest Investment Counselors
Oregon
$7.35M -$67.4K -5,016 -0.9%
MA
164
MCF Advisors
Kentucky
$7.32M -$249K -18,510 -3%
ECM
165
Exchange Capital Management
Michigan
$7.32M -$236K -17,598 -3%
WA
166
WBH Advisory
Maryland
$7.1M +$1.33M +99,144 +23%
PFC
167
Phocas Financial Corp
California
$6.95M -$7.12M – –
BPM
168
Bowling Portfolio Management
Ohio
$6.94M -$2.7M -201,168 -28%
AWM
169
Avior Wealth Management
Nebraska
$6.92M -$122K -9,114 -2%
LSAG
170
Lake Street Advisors Group
New Hampshire
$6.88M +$535K +39,774 +8%
CM
171
Columbus Macro
Pennsylvania
$6.65M -$1.38M -102,366 -17%
FWP
172
FAS Wealth Partners
Kansas
$6.59M +$437K +32,502 +7%
HCM
173
Hengehold Capital Management
Ohio
$6.4M -$441K -32,784 -6%
AFA
174
Atlanta Financial Associates
Georgia
$6.28M +$220K +16,392 +4%
MAS
175
Managed Account Services
Florida
$6.26M -$221K -15,864 -3%
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