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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
Osaic Holdings
2
Osaic Holdings
Arizona
$71M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.15B
4
Creative Planning
4
Creative Planning
Kansas
$212M
5
ISG
5
Investment Security Group
Colorado
$51M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.64B 43,025,049 -1,061,036 -2%
SEI Investments
2
SEI Investments
Pennsylvania
$1.15B 18,756,597 +1,138,918 +6%
Charles Schwab
3
Charles Schwab
California
$863M 14,093,193 +3,316,434 +31%
SFG
4
Sage Financial Group
Pennsylvania
$226M 3,685,467 -232,945 -6%
Creative Planning
5
Creative Planning
Kansas
$212M 3,468,345 +913,681 +36%
UBS Group
6
UBS Group
Switzerland
$171M 2,797,241 +492,486 +21%
HSA
7
HBK Sorce Advisory
Pennsylvania
$130M 2,129,733 +27,225 +1%
Mariner
8
Mariner
Kansas
$122M 1,996,680 -27,431 -1%
QI
9
QS Investors
New York
$120M 1,959,897 -529,923 -21%
CWM
10
Campbell Wealth Management
Virginia
$104M 1,698,837 +51,015 +3%
AWS
11
AJ Wealth Strategies
New York
$94.5M 1,542,330 -73,732 -5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$94.1M 1,381,374 +482,527 +54%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$92.9M 1,516,000 +235,000 +18%
PCIA
14
Prime Capital Investment Advisors
Kansas
$90.7M 1,480,240 +341,357 +30%
AssetMark Inc
15
AssetMark Inc
California
$85.8M 1,401,439 -42,229 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$73.7M 1,202,640 +329,388 +38%
Osaic Holdings
17
Osaic Holdings
Arizona
$71M 6,816,297 +6,816,297 New
EWM
18
Evermay Wealth Management
Virginia
$65.8M 1,073,771 +24,112 +2%
CAM
19
Cresset Asset Management
Illinois
$62.6M 1,022,594 +280,816 +38%
SWM
20
SVA Wealth Management
Wisconsin
$62M 1,011,625 +28,480 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$61.6M 1,005,856 +19,340 +2%
FMT
22
First Mercantile Trust
Tennessee
$60.7M 990,670 -391,487 -28%
BWA
23
BlueSky Wealth Advisors
North Carolina
$55.8M 911,027 +598,161 +191%
UCFA
24
United Capital Financial Advisors
Texas
$54.4M 888,062 +81,487 +10%
ISG
25
Investment Security Group
Colorado
$51M 832,834 +832,834 New
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