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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 %
BAM
201
Belpointe Asset Management
Nevada
$5.17M +$62.4K +4,878 +1%
CST
202
Charles Schwab Trust
Nevada
$5.14M +$850K +66,402 +20%
FWP
203
FAS Wealth Partners
Kansas
$5.1M +$406K +31,752 +9%
CMBA
204
C.M. Bidwell & Associates
Hawaii
$5.02M +$2.56M +199,872 +104%
AL
205
Aspiriant LLC
California
$4.98M +$229K +17,892 +5%
NCM
206
Next Capital Management
New York
$4.88M -$8.23M -642,624 -63%
CGFA
207
Colton Groome Financial Advisors
North Carolina
$4.87M +$54.2K +4,230 +1%
Stifel Financial
208
Stifel Financial
Missouri
$4.81M +$1.75M +137,070 +57%
MAS
209
Managed Account Services
Florida
$4.8M +$6.32K +486 +0.1%
HWMG
210
Hurlow Wealth Management Group
Indiana
$4.69M -$322K -24,720 -6%
KF
211
Krilogy Financial
Missouri
$4.65M +$33.9K +2,646 +0.7%
MA
212
MUFG Americas
New York
$4.65M +$348K +27,174 +8%
PP
213
PagnatoKarp Partners
Virginia
$4.61M +$25K +1,956 +0.5%
WAM
214
Wakefield Asset Management
Colorado
$4.58M +$26.4K +2,064 +0.6%
RBA
215
Richard Bernstein Advisors
New York
$4.5M – – –
PWMG
216
Prestige Wealth Management Group
New Jersey
$4.47M -$45.6K -3,558 -1%
GHA
217
GW Henssler & Associates
Georgia
$4.37M -$349K -27,246 -7%
GCA
218
Gradient Capital Advisors
California
$4.36M -$333K -26,028 -7%
SAM
219
Sawgrass Asset Management
Florida
$4.31M +$185K +14,448 +4%
MCM
220
Mitchell Capital Management
Kansas
$4.3M +$200K +15,648 +5%
BIA
221
Bigelow Investment Advisors
Maine
$4.26M +$201K +15,684 +5%
LWM
222
Lionsbridge Wealth Management
Florida
$4.22M +$4.22M +329,244 New
BCWM
223
Bartlett & Co Wealth Management
Ohio
$4.16M -$59.6K -4,656 -1%
ECG
224
Edge Capital Group
Georgia
$4.15M -$467K -36,504 -10%
ACA
225
Aptus Capital Advisors
Alabama
$4.15M -$228K -17,820 -5%
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