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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$863M
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
3
Creative Planning
Kansas
$212M
4
WANY
4
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.64B
3
AA
3
Apriem Advisors
California
$40M
4
SWA
4
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
176
Leisure Capital Management
California
$4.79M -$66.8K -6,546 -1%
OFG
177
Omega Financial Group
California
$4.78M -$1.61M -158,142 -25%
GCA
178
Gradient Capital Advisors
California
$4.68M +$1.2M +117,720 +35%
ACM
179
Argent Capital Management
Missouri
$4.64M +$3.33M +326,268 +254%
AG
180
Appleton Group
Wisconsin
$4.63M -$4.02M -393,810 -46%
HCM
181
Hengehold Capital Management
Ohio
$4.57M -$1.08M -105,486 -19%
CCM
182
Condor Capital Management
New Jersey
$4.54M -$144K -14,136 -3%
MA
183
MCF Advisors
Kentucky
$4.52M -$7.41M -725,892 -62%
MAS
184
Managed Account Services
Florida
$4.48M +$855K +87,198 +24%
Jane Street
185
Jane Street
New York
$4.47M -$4.36M -427,098 -49%
FWP
186
FAS Wealth Partners
Kansas
$4.34M +$279K +27,324 +7%
AA
187
Alesco Advisors
New York
$4.28M -$743K -72,762 -15%
RBA
188
Richard Bernstein Advisors
New York
$4.26M +$374K +36,612 +10%
US Bancorp
189
US Bancorp
Minnesota
$4.2M -$1.11M -108,960 -21%
BAM
190
Belpointe Asset Management
Nevada
$4.19M +$65K +6,366 +2%
FCM
191
Fortis Capital Management
Washington
$4.19M +$995K +97,512 +31%
HWA
192
Heritage Way Advisors
Illinois
$4.15M +$16K +1,566 +0.4%
SEEDPG
193
S.E.E.D. Planning Group
New York
$4.11M -$8.16M -799,566 -67%
HWMG
194
Hurlow Wealth Management Group
Indiana
$4.09M +$130K +11,802 +3%
SFWC
195
Strategic Family Wealth Counselors
New Jersey
$3.98M -$514K -50,340 -11%
SAM
196
Sawgrass Asset Management
Florida
$3.98M +$542K +53,142 +16%
SBL
197
Sargent Bickham Lagudis
Colorado
$3.97M -$1.8M -176,688 -31%
BIA
198
Bigelow Investment Advisors
Maine
$3.93M +$538K +52,752 +16%
CMBA
199
C.M. Bidwell & Associates
Hawaii
$3.93M -$77.2K -7,566 -2%
PWM
200
Perigon Wealth Management
California
$3.91M +$2.9M +263,238 +288%
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