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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.

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 %
DCM
201
DeGreen Capital Management
Arizona
$3.88M -$12.8M -1,251,564 -77%
AF
202
Advisornet Financial
Minnesota
$3.86M -$4.12M -403,584 -52%
HFS
203
Hantz Financial Services
Michigan
$3.82M +$3.82M +374,070 New
AL
204
Aspiriant LLC
California
$3.8M -$166K -16,296 -4%
LSAG
205
Lake Street Advisors Group
New Hampshire
$3.74M +$3.74M +366,306 New
BAMG
206
Brand Asset Management Group
Missouri
$3.74M +$1.79M +175,092 +92%
CA
207
Calton & Associates
Florida
$3.67M +$502K +49,224 +16%
WOC
208
West Oak Capital
California
$3.65M +$2.05M +200,868 +128%
MA
209
MUFG Americas
New York
$3.65M -$59.8K -5,856 -2%
NIM
210
Nicollet Investment Management
Minnesota
$3.63M +$243K +23,814 +7%
PMG
211
ProVise Management Group
Florida
$3.61M -$1.55M -151,752 -30%
KFC
212
Klingenstein Fields & Co
New York
$3.58M +$907K +88,830 +34%
FAIM
213
Financial Advocates Investment Management
Washington
$3.53M -$2.09M -204,930 -37%
KF
214
Krilogy Financial
Missouri
$3.5M -$209K -20,514 -6%
TIM
215
Tortoise Investment Management
New York
$3.47M +$680K +66,606 +24%
CFO
216
CVA Family Office
Colorado
$3.45M +$719K +70,476 +26%
PWMG
217
Prestige Wealth Management Group
New Jersey
$3.44M -$125K -12,282 -4%
SVWAG
218
Sound View Wealth Advisors Group
Georgia
$3.31M +$415K +40,620 +14%
MCM
219
Mitchell Capital Management
Kansas
$3.3M -$132K -12,888 -4%
ACA
220
Aptus Capital Advisors
Alabama
$3.3M -$13.9K -1,362 -0.4%
PCMC
221
Private Capital Management (Colorado)
Colorado
$3.27M -$116K -11,346 -3%
GHA
222
GW Henssler & Associates
Georgia
$3.26M -$221K -21,672 -6%
BC
223
Bartlett & Co
Ohio
$3.18M +$3.18M +311,676 New
BCWM
224
Bartlett & Co Wealth Management
Ohio
$3.18M -$135K -13,200 -4%
TFS
225
TrustCore Financial Services
Tennessee
$3.16M +$614K +60,144 +24%
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