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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 %
FAIM
251
Financial Advocates Investment Management
Washington
$4.51M -$802K -46,290 -15%
MS
252
Madden Securities
Texas
$4.49M -$109K -6,312 -2%
SPC
253
Sigma Planning Corp
Michigan
$4.36M +$62.5K +3,606 +1%
PFM
254
Peak Financial Management
Massachusetts
$4.34M -$203K -11,688 -4%
MCM
255
Mengis Capital Management
Oregon
$4.18M -$55.3K -3,192 -1%
ICG
256
InterOcean Capital Group
Tennessee
$4.14M +$49.8K +2,874 +1%
RJFSA
257
Raymond James Financial Services Advisors
Florida
$4.12M -$91.9K -5,304 -2%
EW
258
Element Wealth
Mississippi
$4.1M -$64.9K -3,744 -2%
PWM
259
Perigon Wealth Management
California
$4.1M -$399K -23,040 -9%
SEEDPG
260
S.E.E.D. Planning Group
New York
$4.05M -$200K -11,550 -5%
CFMC
261
Curbstone Financial Management Corp
New Hampshire
$4.03M +$190K +10,980 +5%
ACP
262
Arcus Capital Partners
Georgia
$3.96M +$6.86K +396 +0.2%
B
263
Bailard
California
$3.96M +$105K +6,072 +3%
NCM
264
Northwest Capital Management
Oregon
$3.95M +$1.04M +58,812 +36%
MFW
265
Mosaic Family Wealth
Missouri
$3.89M +$11.9K +684 +0.3%
PIA
266
Pinion Investment Advisors
Kansas
$3.76M +$70.4K +4,062 +2%
MCM
267
Mitchell Capital Management
Kansas
$3.73M +$104 +6 +0%
MWM
268
Mission Wealth Management
California
$3.68M -$209K -12,036 -5%
MML Investors Services
269
MML Investors Services
Massachusetts
$3.66M +$195K +11,274 +6%
FLPIM
270
F.L. Putnam Investment Management
Massachusetts
$3.62M -$506K -29,208 -12%
MWM
271
Merriman Wealth Management
Washington
$3.6M -$23K -1,326 -0.6%
SWM
272
Spire Wealth Management
Virginia
$3.6M -$6.26M -361,404 -64%
AMM
273
American Money Management
California
$3.59M +$450K +25,974 +14%
NCM
274
Next Capital Management
New York
$3.59M +$226K +13,056 +7%
ECG
275
Edge Capital Group
Georgia
$3.58M -$583K -33,618 -14%
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