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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
$4.5B
2
HSA
HBK Sorce Advisory
Pennsylvania
$258M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
BCI
Brinker Capital Investments
Pennsylvania
$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.4B
2
PA
Planning Alternatives
Michigan
$18M
3
GC
Gratus Capital
Georgia
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$45.9M
5
FMP
Financial Management Professionals
Texas
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B +$100M +7,442,352 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$1.4B -$75.6M -5,622,048 -5%
Charles Schwab
3
Charles Schwab
California
$1.13B +$11.2M +833,952 +1%
UBS Group
4
UBS Group
Switzerland
$332M +$24.6M +1,828,920 +8%
SFG
5
Sage Financial Group
Pennsylvania
$308M +$8.21M +611,034 +3%
Creative Planning
6
Creative Planning
Kansas
$285M -$4.53M -336,828 -2%
HSA
7
HBK Sorce Advisory
Pennsylvania
$258M +$46.4M +3,451,944 +22%
QI
8
QS Investors
New York
$165M +$20.5M +1,523,424 +14%
CWM
9
Campbell Wealth Management
Virginia
$157M +$8.97M +667,260 +6%
Mariner
10
Mariner
Kansas
$153M -$4.87M -362,130 -3%
PCIA
11
Prime Capital Investment Advisors
Kansas
$136M +$3.27M +243,384 +2%
AWS
12
AJ Wealth Strategies
New York
$128M +$4.74M +352,878 +4%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$122M – – –
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$121M +$184K +12,960 +0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$111M +$38.9M +2,895,858 +54%
Osaic Holdings
16
Osaic Holdings
Arizona
$109M +$6.61M +492,330 +6%
BWA
17
BlueSky Wealth Advisors
North Carolina
$103M -$1.13M -80,148 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$95.8M -$3.06M -228,048 -3%
SWM
19
SVA Wealth Management
Wisconsin
$89.1M +$4.13M +307,314 +5%
EWM
20
Evermay Wealth Management
Virginia
$86.7M -$814K -60,600 -0.9%
AssetMark Inc
21
AssetMark Inc
California
$80.5M -$2.94M -218,886 -4%
ISG
22
Investment Security Group
Colorado
$79.2M +$12.7M +944,442 +19%
FMT
23
First Mercantile Trust
Tennessee
$78.6M -$3.82M -268,530 -5%
MGIA
24
Moneta Group Investment Advisors
Missouri
$68.5M +$1.91M +142,206 +3%
UCFA
25
United Capital Financial Advisors
Texas
$68.2M -$1.36M -101,028 -2%
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