SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$4.91M -$511K -31,914 -9%
Lido Advisors
227
Lido Advisors
California
$4.88M -$32.9K -2,058 -0.7%
GC
228
Grimes & Company
Massachusetts
$4.84M +$61.1K +3,816 +1%
GCA
229
Gradient Capital Advisors
California
$4.77M -$119K -7,446 -2%
CP
230
Capital Planning
Washington
$4.77M +$2.69M +167,796 +129%
CWA
231
Carolina Wealth Advisors
South Carolina
$4.77M -$159K -9,954 -3%
CWM
232
Circle Wealth Management
New Jersey
$4.76M +$3.75K +234 +0.1%
KF
233
Krilogy Financial
Missouri
$4.75M -$158K -9,894 -3%
FC
234
Forte Capital
New York
$4.74M +$71.8K +4,488 +2%
HI
235
Human Investing
Oregon
$4.68M +$42.2K +2,634 +0.9%
FAIM
236
Financial Advocates Investment Management
Washington
$4.68M +$45.4K +2,976 +1%
SPI
237
Santori & Peters Inc
Pennsylvania
$4.61M +$265K +16,542 +6%
SWM
238
Stockman Wealth Management
Montana
$4.59M -$597K -37,278 -12%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$4.53M -$469K -29,292 -9%
BC
240
Bartlett & Co
Ohio
$4.53M -$469K -29,292 -9%
BI
241
Berkeley Inc
Idaho
$4.53M +$53K +3,312 +1%
AL
242
Aspiriant LLC
California
$4.52M -$178K -11,118 -4%
MAS
243
Madden Advisory Services
Florida
$4.5M +$39.2K +2,448 +0.9%
FA
244
Financial Advisors
Massachusetts
$4.33M -$151K -9,408 -3%
TFS
245
TrustCore Financial Services
Tennessee
$4.3M -$29.9K -1,866 -0.7%
KFC
246
Klingenstein Fields & Co
New York
$4.26M -$7.78K -486 -0.2%
MS
247
Madden Securities
Texas
$4.25M +$179K +11,214 +4%
VCM
248
Vivaldi Capital Management
Illinois
$4.24M +$237K +14,124 +6%
PCMC
249
Private Capital Management (Colorado)
Colorado
$4.23M -$145K -9,090 -3%
PFM
250
Peak Financial Management
Massachusetts
$4.2M +$19.6K +1,224 +0.5%
8 9
10
11 12