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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 %
KP
276
Keel Point
Alabama
$3.17M -$21.1K -1,392 -0.7%
BWM
277
BerganKDV Wealth Management
Minnesota
$3.16M -$36.7K -2,424 -1%
MMA
278
Miracle Mile Advisors
California
$3.07M -$2.27M -150,012 -43%
RFA
279
Radnor Financial Advisors
Pennsylvania
$3.07M +$172K +11,322 +6%
AMM
280
American Money Management
California
$3.03M +$232K +15,276 +8%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$3.03M +$3.03M +200,094 New
MSWMA
282
Market Street Wealth Management Advisors
Indiana
$3.02M -$527K -34,782 -15%
BAM
283
Baldrige Asset Management
Pennsylvania
$3M -$251K -16,584 -8%
SCM
284
Stordahl Capital Management
Colorado
$2.99M -$32.2K -2,124 -1%
LPIC
285
LeJeune Puetz Investment Counsel
Michigan
$2.98M -$161K -10,626 -5%
SBL
286
Sargent Bickham Lagudis
Colorado
$2.96M -$3.67M -242,058 -55%
FA
287
FDx Advisors
Illinois
$2.96M -$1.5M -99,042 -34%
PIA
288
Pinion Investment Advisors
Kansas
$2.95M +$566K +37,344 +24%
NCM
289
Next Capital Management
New York
$2.93M -$1.75M -115,152 -37%
VVP
290
Venture Visionary Partners
Ohio
$2.92M +$2.92M +192,750 New
PIMG
291
Patriot Investment Management Group
Tennessee
$2.92M -$6.83M -450,570 -70%
GHA
292
GW Henssler & Associates
Georgia
$2.85M -$162K -10,692 -5%
AI
293
Atria Investments
North Carolina
$2.84M -$44.6K -2,940 -2%
AMG
294
Asset Management Group
Connecticut
$2.84M +$40.8K +2,694 +1%
BFM
295
Broadview Financial Management
Wisconsin
$2.81M -$119K -7,854 -4%
Cerity Partners
296
Cerity Partners
New York
$2.8M +$2.8M +184,872 New
BFPW
297
BOK Financial Private Wealth
Colorado
$2.79M -$123K -8,100 -4%
VR
298
Viridian RIA
Washington
$2.76M -$159K -10,500 -5%
MHR
299
Matthew Hamilton Rosenberg
$2.75M -$31K -2,046 -1%
DSC
300
Duncker Streett & Co
Missouri
$2.7M +$195K +12,888 +8%
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