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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 %
DCM
201
DeGreen Capital Management
Arizona
$4.8M -$245K -18,222 -5%
BAMG
202
Brand Asset Management Group
Missouri
$4.8M -$146K -10,866 -3%
PMG
203
ProVise Management Group
Florida
$4.8M +$27.8K +2,070 +0.6%
BIA
204
Bigelow Investment Advisors
Maine
$4.8M -$306K -22,734 -6%
HFS
205
Hantz Financial Services
Michigan
$4.78M -$262K -19,506 -5%
TSWM
206
Triangle Securities Wealth Management
North Carolina
$4.76M +$480K +35,688 +11%
MMA
207
Miracle Mile Advisors
California
$4.74M +$2.38M +176,808 +101%
CFA
208
Carroll Financial Associates
North Carolina
$4.72M +$157K +11,658 +3%
SEEDPG
209
S.E.E.D. Planning Group
New York
$4.58M -$538K -40,062 -11%
CMBA
210
C.M. Bidwell & Associates
Hawaii
$4.56M -$159K -11,802 -3%
PWM
211
Perigon Wealth Management
California
$4.55M -$376K -28,002 -8%
MA
212
MUFG Americas
New York
$4.47M +$78.5K +5,838 +2%
TIM
213
Tortoise Investment Management
New York
$4.44M -$470K -34,998 -10%
DSA
214
Droms Strauss Advisors
Missouri
$4.42M +$223K +16,584 +5%
GCA
215
Gradient Capital Advisors
California
$4.39M -$840K -62,514 -16%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$4.27M +$340K +25,278 +9%
LPT
217
Legacy Private Trust
Wisconsin
$4.27M -$39.9K -2,970 -0.9%
FA
218
Financial Advisors
Massachusetts
$4.27M +$344K +25,590 +9%
BC
219
Bartlett & Co
Ohio
$4.26M +$68.5K +5,100 +2%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$4.25M +$68.5K +5,100 +2%
SWM
221
Stockman Wealth Management
Montana
$4.22M +$97.3K +7,242 +2%
FAAS
222
First Allied Advisory Services
California
$4.22M -$980K -72,888 -19%
KM
223
Kalos Management
Georgia
$4.21M +$2.77M +194,178 +193%
KF
224
Krilogy Financial
Missouri
$4.17M -$134K -9,990 -3%
FAIM
225
Financial Advocates Investment Management
Washington
$4.15M -$618K -46,002 -13%
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