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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

871 hedge funds and large institutions have $19.8B invested in Schwab US Large- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 323 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+36
Holders Change %
+4.31%
% of All Funds
15.21%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.53%
New
73
Increased
337
Reduced
323
Closed
26
Calls
$2.7M
Puts
$426K
Net Calls
+$2.28M
Net Calls Change
+$511K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$273M
2
Charles Schwab
Charles Schwab
California
+$78.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.9M
5
KOC
Koss-Olinger Consulting
Florida
+$38.7M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
-$23.6M
2
BHB
Bank Hapoalim BM
Israel
-$20.3M
3
FMP
Financial Management Professionals
Texas
-$19.3M
4
RCIM
Red Cedar Investment Management
Michigan
-$13.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Carolina Wealth Advisors
South Carolina
$5.32M +$156K +8,982 +3%
KF
227
Krilogy Financial
Missouri
$5.25M +$107K +6,156 +2%
MA
228
MUFG Americas
New York
$5.25M -$72.5K -4,182 -1%
Lido Advisors
229
Lido Advisors
California
$5.21M -$68.1K -3,930 -1%
FC
230
Forte Capital
New York
$5.19M +$58.8K +3,396 +1%
CWM
231
Circle Wealth Management
New Jersey
$5.16M – – –
US Bancorp
232
US Bancorp
Minnesota
$5.14M -$400K -23,106 -7%
GCA
233
Gradient Capital Advisors
California
$5.06M -$110K -6,372 -2%
MA
234
Mutual Advisors
Nebraska
$5.06M +$4.7M +270,990 +1,292%
SPI
235
Santori & Peters Inc
Pennsylvania
$5.01M +$23.6K +1,362 +0.5%
CM
236
Columbus Macro
Pennsylvania
$4.99M +$1.91M +110,472 +62%
FA
237
Financial Advisors
Massachusetts
$4.97M +$286K +16,482 +6%
SLT
238
St Louis Trust
Missouri
$4.9M +$2.19M +126,168 +80%
AA
239
Alesco Advisors
New York
$4.87M -$604K -34,860 -11%
BI
240
Berkeley Inc
Idaho
$4.85M -$59.7K -3,444 -1%
TPA
241
Trivium Point Advisory
Connecticut
$4.74M +$2.08M +119,946 +78%
MAS
242
Madden Advisory Services
Florida
$4.7M -$173K -9,978 -4%
AL
243
Aspiriant LLC
California
$4.68M -$218K -12,576 -4%
BC
244
Bartlett & Co
Ohio
$4.67M -$239K -13,800 -5%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$4.67M -$239K -13,800 -5%
TFS
246
TrustCore Financial Services
Tennessee
$4.61M -$44.4K -2,562 -1%
PCMC
247
Private Capital Management (Colorado)
Colorado
$4.59M +$16.9K +978 +0.4%
DSA
248
Droms Strauss Advisors
Missouri
$4.58M -$1.01M -58,104 -18%
KFC
249
Klingenstein Fields & Co
New York
$4.57M -$33.9K -1,956 -0.7%
VCM
250
Vivaldi Capital Management
Illinois
$4.57M +$23.3K +1,296 +0.5%
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