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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B 44,086,085 +1,997,670 +5%
SEI Investments
2
SEI Investments
Pennsylvania
$1.35B 17,617,679 -690,754 -4%
Charles Schwab
3
Charles Schwab
California
$828M 10,776,759 +1,404,826 +15%
SFG
4
Sage Financial Group
Pennsylvania
$301M 3,918,412 -23,990 -0.6%
Creative Planning
5
Creative Planning
Kansas
$196M 2,554,664 -67,041 -3%
QI
6
QS Investors
New York
$193M 2,489,820 -122,796 -5%
UBS Group
7
UBS Group
Switzerland
$177M 2,304,755 +390,692 +20%
HSA
8
HBK Sorce Advisory
Pennsylvania
$161M 2,102,508 +29,571 +1%
Mariner
9
Mariner
Kansas
$155M 2,024,111 +97,176 +5%
CWM
10
Campbell Wealth Management
Virginia
$127M 1,647,822 +74,311 +5%
AWS
11
AJ Wealth Strategies
New York
$124M 1,616,062 +14,787 +0.9%
AssetMark Inc
12
AssetMark Inc
California
$111M 1,443,668 -784,134 -35%
AA
13
Apriem Advisors
California
$108M 1,401,904 -1,159 -0.1%
FMT
14
First Mercantile Trust
Tennessee
$106M 1,382,157 -36,555 -3%
NMIFOAC
15
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M 1,281,000 -6,084,000 -83%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$88.6M 1,154,500 -34,674 -3%
PCIA
17
Prime Capital Investment Advisors
Kansas
$87.5M 1,138,883 +912,616 +403%
EWM
18
Evermay Wealth Management
Virginia
$80.6M 1,049,659 +22,500 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$75.8M 986,516 +168,099 +21%
SWM
20
SVA Wealth Management
Wisconsin
$75.5M 983,145 +19,590 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$69M 898,847 +24,436 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$67.1M 873,252 +57,067 +7%
SWA
23
SFMG Wealth Advisors
Texas
$64.3M 837,325 +3,543 +0.4%
UCFA
24
United Capital Financial Advisors
Texas
$62M 806,575 -9,604 -1%
FMP
25
Financial Management Professionals
Texas
$60.7M 789,777 -31,285 -4%
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