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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 %
LCM
176
Leisure Capital Management
California
$6.21M -$97.5K -7,254 -2%
DWM
177
Destination Wealth Management
California
$6.21M -$183K -13,620 -3%
CFO
178
CVA Family Office
Colorado
$6.2M +$17.4K +1,296 +0.3%
IWMA
179
Ironwood Wealth Management (Arizona)
Arizona
$6.17M – – –
YAL
180
Your Advocates Ltd
Texas
$6.11M +$3.47M +258,558 +132%
HWA
181
Heritage Way Advisors
Illinois
$5.99M +$497K +36,996 +9%
SBL
182
Sargent Bickham Lagudis
Colorado
$5.88M +$481K +35,808 +9%
IA
183
IFP Advisors
Florida
$5.85M -$1.18M -88,236 -17%
OFG
184
Omega Financial Group
California
$5.82M -$250K -18,600 -4%
BC
185
Brio Consultants
California
$5.74M -$151K -11,226 -3%
SVWAG
186
Sound View Wealth Advisors Group
Georgia
$5.63M +$201K +14,946 +4%
US Bancorp
187
US Bancorp
Minnesota
$5.49M -$67.8K -5,046 -1%
ACA
188
Aptus Capital Advisors
Alabama
$5.42M +$425K +31,620 +9%
FCM
189
Fortis Capital Management
Washington
$5.31M +$128K +9,558 +2%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$5.26M +$77.3K +5,754 +1%
SAM
191
Sawgrass Asset Management
Florida
$5.25M +$9.27K +690 +0.2%
CCM
192
Condor Capital Management
New Jersey
$5.22M -$572K -42,558 -10%
NWS
193
Newport Wealth Strategies
California
$5.22M +$736K +54,330 +16%
CGFA
194
Colton Groome Financial Advisors
North Carolina
$5.18M +$415K +30,918 +9%
COF
195
Capital One Financial
Virginia
$5.04M -$6.6M -490,824 -57%
MWM
196
MinichMacGregor Wealth Management
New York
$5.03M +$5.03M +374,088 New
CA
197
Calton & Associates
Florida
$4.91M +$137K +10,170 +3%
NIM
198
Nicollet Investment Management
Minnesota
$4.87M +$88K +6,552 +2%
AA
199
Alesco Advisors
New York
$4.83M -$381K -28,356 -7%
WOC
200
West Oak Capital
California
$4.81M +$117K +8,676 +2%
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