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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
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
201
Brand Asset Management Group
Missouri
$4.55M +$24.7K +1,998 +0.5%
PWM
202
Perigon Wealth Management
California
$4.53M +$148K +12,000 +3%
TIM
203
Tortoise Investment Management
New York
$4.51M +$313K +25,380 +7%
FA
204
FDx Advisors
Illinois
$4.49M -$1.78M -143,772 -28%
PWMG
205
Prestige Wealth Management Group
New Jersey
$4.46M +$306K +24,762 +7%
NIM
206
Nicollet Investment Management
Minnesota
$4.39M +$2K +162 +0%
FAIM
207
Financial Advocates Investment Management
Washington
$4.39M +$121K +9,804 +3%
CA
208
Calton & Associates
Florida
$4.39M -$52.9K -4,284 -1%
PMG
209
ProVise Management Group
Florida
$4.38M +$19.8K +1,602 +0.5%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$4.38M +$2.31M +186,702 +111%
CMBA
211
C.M. Bidwell & Associates
Hawaii
$4.33M -$419K -33,924 -9%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$4.33M +$4.33M +350,718 New
WOC
213
West Oak Capital
California
$4.31M -$109K -8,790 -2%
CFA
214
Carroll Financial Associates
North Carolina
$4.2M +$832K +67,338 +25%
NWS
215
Newport Wealth Strategies
California
$4.09M -$3.53M -286,128 -46%
NCM
216
Next Capital Management
New York
$4.03M +$251K +20,358 +7%
MA
217
MUFG Americas
New York
$4.03M -$382K -30,942 -9%
MCM
218
Mitchell Capital Management
Kansas
$3.98M -$14.4K -1,164 -0.4%
LPT
219
Legacy Private Trust
Wisconsin
$3.96M +$3.59M +291,060 +980%
KF
220
Krilogy Financial
Missouri
$3.96M -$279K -22,572 -7%
TSWM
221
Triangle Securities Wealth Management
North Carolina
$3.93M +$741K +60,012 +23%
DSA
222
Droms Strauss Advisors
Missouri
$3.87M +$1.5M +121,866 +64%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$3.85M -$2.08K -168 -0.1%
BC
224
Bartlett & Co
Ohio
$3.85M -$2.08K -168 -0.1%
SWM
225
Stockman Wealth Management
Montana
$3.79M +$420K +34,014 +12%
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