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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 %
LCM
176
Leisure Capital Management
California
$5.8M +$1.11K +90 +0%
CFO
177
CVA Family Office
Colorado
$5.68M +$1.5M +121,584 +36%
FWP
178
FAS Wealth Partners
Kansas
$5.66M +$403K +32,646 +8%
TRCT
179
Tower Research Capital (TRC)
New York
$5.6M +$5.6M +453,060 New
OFG
180
Omega Financial Group
California
$5.58M -$201K -16,248 -3%
AFA
181
Atlanta Financial Associates
Georgia
$5.57M +$5.57M +450,966 New
BC
182
Brio Consultants
California
$5.42M -$746K -60,414 -12%
CCM
183
Condor Capital Management
New Jersey
$5.33M -$163K -13,200 -3%
WA
184
WBH Advisory
Maryland
$5.3M +$607K +49,176 +13%
US Bancorp
185
US Bancorp
Minnesota
$5.11M +$21.3K +1,722 +0.4%
HWA
186
Heritage Way Advisors
Illinois
$5.05M +$27K +2,190 +0.5%
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$4.99M +$983K +79,560 +25%
SBL
188
Sargent Bickham Lagudis
Colorado
$4.96M +$158K +12,810 +3%
SAM
189
Sawgrass Asset Management
Florida
$4.81M – – –
GCA
190
Gradient Capital Advisors
California
$4.81M -$850K -68,820 -15%
AA
191
Alesco Advisors
New York
$4.79M -$390K -31,596 -8%
FAAS
192
First Allied Advisory Services
California
$4.78M -$3.33M -269,274 -41%
SFWC
193
Strategic Family Wealth Counselors
New Jersey
$4.77M -$56K -4,530 -1%
FCM
194
Fortis Capital Management
Washington
$4.76M -$302K -24,480 -6%
SEEDPG
195
S.E.E.D. Planning Group
New York
$4.7M -$270K -21,870 -5%
BIA
196
Bigelow Investment Advisors
Maine
$4.69M -$70.2K -5,682 -1%
DCM
197
DeGreen Capital Management
Arizona
$4.64M -$59.4K -4,812 -1%
HFS
198
Hantz Financial Services
Michigan
$4.63M +$11.7K +948 +0.3%
ACA
199
Aptus Capital Advisors
Alabama
$4.59M +$603K +48,864 +15%
AF
200
Advisornet Financial
Minnesota
$4.56M -$108K -8,724 -2%
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