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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 %
PWM
251
Perigon Wealth Management
California
$4.15M -$210K -13,122 -5%
SBL
252
Sargent Bickham Lagudis
Colorado
$4.15M +$1.03M +64,140 +33%
SPC
253
Sigma Planning Corp
Michigan
$3.97M +$90.7K +5,664 +2%
SEEDPG
254
S.E.E.D. Planning Group
New York
$3.92M -$1.35M -84,060 -26%
MCM
255
Mengis Capital Management
Oregon
$3.91M +$45.8K +2,862 +1%
RJFSA
256
Raymond James Financial Services Advisors
Florida
$3.89M -$10.6K -660 -0.3%
ECG
257
Edge Capital Group
Georgia
$3.85M -$382K -23,892 -9%
EW
258
Element Wealth
Mississippi
$3.85M +$81.8K +5,112 +2%
FLPIM
259
F.L. Putnam Investment Management
Massachusetts
$3.81M +$326K +20,340 +9%
ICG
260
InterOcean Capital Group
Tennessee
$3.77M -$216K -13,482 -5%
ACP
261
Arcus Capital Partners
Georgia
$3.66M -$25.6K -1,602 -0.7%
BC
262
Brio Consultants
California
$3.59M -$56.3K -3,516 -2%
MWM
263
Mission Wealth Management
California
$3.59M -$217K -13,548 -6%
MFW
264
Mosaic Family Wealth
Missouri
$3.58M -$6.15K -384 -0.2%
B
265
Bailard
California
$3.56M – – –
CFMC
266
Curbstone Financial Management Corp
New Hampshire
$3.54M +$127K +7,920 +4%
MCM
267
Mitchell Capital Management
Kansas
$3.44M -$411K -25,704 -11%
PIA
268
Pinion Investment Advisors
Kansas
$3.41M +$298K +18,600 +10%
OCG
269
Opus Capital Group
Ohio
$3.39M -$257K -16,038 -7%
FHB
270
First Hawaiian Bank
Hawaii
$3.36M +$557K +34,830 +20%
MWM
271
Merriman Wealth Management
Washington
$3.35M -$53.4K -3,336 -2%
DCM
272
DeGreen Capital Management
Arizona
$3.34M -$116K -11,376 -3%
CCM
273
Carlson Capital Management
Minnesota
$3.31M -$183K -11,436 -5%
KP
274
Keel Point
Alabama
$3.26M -$87.2K -5,448 -3%
VCAM
275
Van Cleef Asset Management
Ohio
$3.25M -$386K -24,102 -11%
9 10
11
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