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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 %
ICG
251
InterOcean Capital Group
Tennessee
$3.78M +$3.78M +249,252 New
RJFSA
252
Raymond James Financial Services Advisors
Florida
$3.7M -$160K -10,530 -4%
SPC
253
Sigma Planning Corp
Michigan
$3.68M +$549K +36,186 +18%
MCM
254
Mengis Capital Management
Oregon
$3.66M +$21.6K +1,422 +0.6%
MCM
255
Mitchell Capital Management
Kansas
$3.65M +$92.1K +6,078 +3%
VCM
256
Vivaldi Capital Management
Illinois
$3.61M +$176K +11,616 +5%
MWM
257
Mission Wealth Management
California
$3.6M -$350K -23,082 -9%
BAM
258
Belpointe Asset Management
Nevada
$3.6M -$4K -264 -0.1%
EW
259
Element Wealth
Mississippi
$3.57M -$237K -15,654 -6%
ACP
260
Arcus Capital Partners
Georgia
$3.49M -$113K -7,434 -3%
ECML
261
Eagle Capital Management (Louisiana)
Louisiana
$3.46M +$50.4K +3,324 +1%
BC
262
Brio Consultants
California
$3.46M -$3.02M -199,170 -47%
OCG
263
Opus Capital Group
Ohio
$3.46M -$350K -23,100 -9%
VCAM
264
Van Cleef Asset Management
Ohio
$3.44M -$83.2K -5,490 -2%
JCM
265
Jacobi Capital Management
Pennsylvania
$3.41M +$2.05M +134,928 +150%
MFW
266
Mosaic Family Wealth
Missouri
$3.39M +$3.39M +223,920 New
CCM
267
Carlson Capital Management
Minnesota
$3.38M -$83.1K -5,364 -2%
B
268
Bailard
California
$3.37M – – –
FLPIM
269
F.L. Putnam Investment Management
Massachusetts
$3.3M -$70.2K -4,632 -2%
AF
270
Advisornet Financial
Minnesota
$3.27M -$242K -15,960 -7%
CFMC
271
Curbstone Financial Management Corp
New Hampshire
$3.24M +$253K +16,680 +8%
RC
272
Rovin Capital
Arizona
$3.23M +$9.73K +642 +0.3%
MWM
273
Merriman Wealth Management
Washington
$3.22M +$39.5K +2,604 +1%
BRWA
274
B. Riley Wealth Advisors
Florida
$3.2M -$88K -5,802 -3%
GC
275
Garde Capital
Washington
$3.17M -$104K -6,834 -3%
9 10
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