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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.

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
1
Charles Schwab Investment Advisory
California
$4.04B
2
UBS Group
2
UBS Group
Switzerland
$283M
3
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$43M
4
PFG
4
Piershale Financial Group
Illinois
$36.9M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$194M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$94.5M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
CAM
3
Cresset Asset Management
Illinois
$39M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
AssetMark Inc
5
AssetMark Inc
California
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.04B 54,557,349 +11,532,300 +27%
SEI Investments
2
SEI Investments
Pennsylvania
$1.35B 18,260,643 -495,954 -3%
Charles Schwab
3
Charles Schwab
California
$1.03B 13,841,628 -251,565 -2%
UBS Group
4
UBS Group
Switzerland
$283M 3,817,332 +1,020,091 +36%
SFG
5
Sage Financial Group
Pennsylvania
$275M 3,717,795 +32,328 +0.9%
Creative Planning
6
Creative Planning
Kansas
$266M 3,586,173 +117,828 +3%
HSA
7
HBK Sorce Advisory
Pennsylvania
$194M 2,624,150 +494,417 +23%
Mariner
8
Mariner
Kansas
$145M 1,955,210 -41,470 -2%
CWM
9
Campbell Wealth Management
Virginia
$136M 1,838,023 +139,186 +8%
QI
10
QS Investors
New York
$133M 1,796,417 -163,480 -8%
PCIA
11
Prime Capital Investment Advisors
Kansas
$122M 1,647,255 +167,015 +11%
AWS
12
AJ Wealth Strategies
New York
$113M 1,527,568 -14,762 -1%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$112M 1,516,000 – –
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$111M 1,417,786 +36,412 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$94.5M 1,271,727 -5,544,570 -81%
BWA
16
BlueSky Wealth Advisors
North Carolina
$91.1M 1,228,841 +317,814 +35%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$90.9M 1,226,613 +23,973 +2%
EWM
18
Evermay Wealth Management
Virginia
$80.5M 1,085,801 +12,030 +1%
SWM
19
SVA Wealth Management
Wisconsin
$78.1M 1,054,269 +42,644 +4%
AssetMark Inc
20
AssetMark Inc
California
$76.7M 1,034,560 -366,879 -26%
FMT
21
First Mercantile Trust
Tennessee
$71.8M 965,126 -25,544 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$66.5M 897,217 -108,639 -11%
UCFA
23
United Capital Financial Advisors
Texas
$63.9M 862,925 -25,137 -3%
SFA
24
Sequoia Financial Advisors
Ohio
$61.5M 829,401 +109,124 +15%
MGIA
25
Moneta Group Investment Advisors
Missouri
$61.2M 826,194 +141,476 +21%
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