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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

808 hedge funds and large institutions have $16.3B invested in Schwab US Large- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+75
Holders Change %
+10.23%
% of All Funds
14.34%
Holding in Top 10
153
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
2.71%
New
118
Increased
285
Reduced
306
Closed
31
Calls
$2.07M
Puts
$320K
Net Calls
+$1.75M
Net Calls Change
+$2.44M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.26B
2
Charles Schwab
2
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M
5
WANY
5
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.35B
2
FMP
2
Financial Management Professionals
Texas
$28.5M
3
5L
3
55I LLC
Massachusetts
$8.04M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$4.65M +$74.2K +4,896 +2%
GCA
227
Gradient Capital Advisors
California
$4.64M -$319K -21,054 -6%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$4.62M -$200K -13,206 -4%
FAIM
229
Financial Advocates Investment Management
Washington
$4.58M -$86K -5,706 -2%
GC
230
Grimes & Company
Massachusetts
$4.52M +$1.29M +85,404 +40%
KM
231
Kalos Management
Georgia
$4.51M +$39.7K +2,616 +0.9%
CWM
232
Circle Wealth Management
New Jersey
$4.51M +$4.73K +312 +0.1%
AL
233
Aspiriant LLC
California
$4.46M -$6.1K -402 -0.1%
FC
234
Forte Capital
New York
$4.42M +$235K +15,498 +6%
HI
235
Human Investing
Oregon
$4.39M +$322K +21,240 +8%
FA
236
Financial Advisors
Massachusetts
$4.24M -$567K -37,416 -12%
BI
237
Berkeley Inc
Idaho
$4.24M +$4.24M +279,870 New
PMG
238
ProVise Management Group
Florida
$4.23M -$1.19M -78,354 -22%
MAS
239
Madden Advisory Services
Florida
$4.22M -$107K -7,080 -2%
SPI
240
Santori & Peters Inc
Pennsylvania
$4.2M +$264K +17,058 +7%
ICM
241
Intrepid Capital Management
Florida
$4.15M +$520K +34,284 +14%
PWM
242
Perigon Wealth Management
California
$4.13M -$1M -66,042 -20%
PCMC
243
Private Capital Management (Colorado)
Colorado
$4.12M -$13.6K -900 -0.3%
TFS
244
TrustCore Financial Services
Tennessee
$4.1M -$166K -10,974 -4%
KFC
245
Klingenstein Fields & Co
New York
$4.04M -$144K -9,492 -3%
ECG
246
Edge Capital Group
Georgia
$4.01M -$29.7K -1,956 -0.7%
PFM
247
Peak Financial Management
Massachusetts
$3.96M +$79.4K +5,238 +2%
AAS
248
Avantax Advisory Services
Texas
$3.89M -$385K -25,374 -9%
LWM
249
Laidlaw Wealth Management
New York
$3.88M +$2.27M +149,712 +141%
MS
250
Madden Securities
Texas
$3.85M -$31.8K -2,100 -0.8%
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