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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 %
US Bancorp
176
US Bancorp
Minnesota
$6.67M -$120K -9,396 -2%
NL
177
NEPC LLC
Massachusetts
$6.61M +$6.61M +516,576 New
OWM
178
Orgel Wealth Management
Wisconsin
$6.5M -$678K -52,980 -9%
PMG
179
ProVise Management Group
Florida
$6.47M -$191K -14,952 -3%
BC
180
Brio Consultants
California
$6.42M -$67.6K -5,280 -1%
LBC
181
Lowe Brockenbrough & Co
Virginia
$6.34M +$253K +19,740 +4%
AA
182
Alesco Advisors
New York
$6.3M -$541K -42,240 -8%
BPM
183
Bowling Portfolio Management
Ohio
$6.3M +$1.17M +91,158 +23%
AIM
184
Anchor Investment Management
South Carolina
$6.29M +$635K +49,614 +11%
MWP
185
MYCIO Wealth Partners
Pennsylvania
$6.25M +$684K +53,460 +12%
PIMG
186
Patriot Investment Management Group
Tennessee
$6.19M +$53.8K +4,200 +0.9%
FI
187
FormulaFolio Investments
Michigan
$6.17M -$441K -34,482 -7%
SPA
188
Sentinel Pension Advisors
Massachusetts
$6.13M +$6.13M +478,554 New
LCM
189
Leisure Capital Management
California
$6.1M +$127K +9,882 +2%
FA
190
FDx Advisors
Illinois
$6.07M -$1.97M -153,498 -24%
WA
191
WBH Advisory
Maryland
$6.06M +$220K +17,154 +4%
VWA
192
VERITY Wealth Advisors
United States
$6.04M +$321K +25,068 +6%
CCM
193
Condor Capital Management
New Jersey
$5.87M -$8.07K -630 -0.1%
TI
194
tru Independence
Oregon
$5.85M +$5.85M +572,784 New
AOWM
195
Alpha Omega Wealth Management
Virginia
$5.81M +$54.9K +4,290 +1%
SFWC
196
Strategic Family Wealth Counselors
New Jersey
$5.64M +$47.2K +3,690 +0.8%
SDWMA
197
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.64M +$325K +25,398 +6%
AWM
198
Avior Wealth Management
Nebraska
$5.61M -$612K -47,838 -10%
IC
199
InterOcean Capital
Illinois
$5.27M +$591K +46,134 +13%
HWA
200
Heritage Way Advisors
Illinois
$5.19M -$218K -17,040 -4%
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