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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
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$188M
4
AWS
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
Piershale Financial Group
Illinois
$21.9M
3
RCIM
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
276
Gunma Bank
Japan
$3.22M +$2.11M +132,000 +191%
MML Investors Services
277
MML Investors Services
Massachusetts
$3.2M +$599K +37,434 +23%
CAN
278
Cetera Advisor Networks
California
$3.18M +$505K +31,530 +19%
ICM
279
Intrepid Capital Management
Florida
$3.17M -$1.21M -75,816 -28%
BWM
280
BerganKDV Wealth Management
Minnesota
$3.16M -$175K -10,956 -5%
BAM
281
Baldrige Asset Management
Pennsylvania
$3.1M -$64.3K -4,020 -2%
RC
282
Rovin Capital
Arizona
$3.1M -$305K -19,032 -9%
NCM
283
Next Capital Management
New York
$3.1M +$4.61K +288 +0.1%
MMA
284
Miracle Mile Advisors
California
$3.04M -$197K -12,330 -6%
AMG
285
Asset Management Group
Connecticut
$3.02M +$20.7K +1,296 +0.7%
BAM
286
Belpointe Asset Management
Nevada
$3M -$796K -49,746 -21%
RFA
287
Radnor Financial Advisors
Pennsylvania
$2.98M -$422K -25,152 -12%
LPIC
288
LeJeune Puetz Investment Counsel
Michigan
$2.96M -$183K -11,424 -6%
Cerity Partners
289
Cerity Partners
New York
$2.96M +$3.17K +198 +0.1%
VR
290
Viridian RIA
Washington
$2.95M -$2.76M -182,028 Closed
MHR
291
Matthew Hamilton Rosenberg
$2.91M +$96 +6 +0%
AMM
292
American Money Management
California
$2.9M -$303K -18,960 -9%
AF
293
Advisornet Financial
Minnesota
$2.89M -$561K -35,082 -16%
DSC
294
Duncker Streett & Co
Missouri
$2.87M +$21.3K +1,332 +0.7%
BFPW
295
BOK Financial Private Wealth
Colorado
$2.87M -$76.4K -4,776 -3%
JCM
296
Jacobi Capital Management
Pennsylvania
$2.86M -$744K -46,482 -21%
CM
297
Columbus Macro
Pennsylvania
$2.84M -$2.26M -141,474 -44%
GHA
298
GW Henssler & Associates
Georgia
$2.82M -$191K -11,940 -6%
IA
299
IFG Advisory
Georgia
$2.8M +$539K +33,708 +24%
VWA
300
VERITY Wealth Advisors
United States
$2.79M -$16.8K -1,050 -0.6%
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