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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 %
CCM
276
Carlson Capital Management
Minnesota
$3.55M -$35.8K -2,064 -1%
BC
277
Brio Consultants
California
$3.51M -$377K -21,732 -10%
VCAM
278
Van Cleef Asset Management
Ohio
$3.51M -$3.64K -210 -0.1%
ICM
279
Intrepid Capital Management
Florida
$3.43M +$1.66K +96 +0%
BWM
280
BerganKDV Wealth Management
Minnesota
$3.41M -$14.7K -846 -0.4%
SFS
281
Summit Financial Strategies
Ohio
$3.41M +$956K +55,200 +39%
Cerity Partners
282
Cerity Partners
New York
$3.38M +$173K +9,984 +5%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$3.36M +$1.3M +75,144 +63%
OCG
284
Opus Capital Group
Ohio
$3.35M -$322K -18,594 -9%
CMBA
285
C.M. Bidwell & Associates
Hawaii
$3.35M -$3.49M -201,486 -51%
BAM
286
Baldrige Asset Management
Pennsylvania
$3.3M -$61K -3,522 -2%
MMA
287
Miracle Mile Advisors
California
$3.28M -$17.9K -1,032 -0.5%
AMG
288
Asset Management Group
Connecticut
$3.28M +$10.1K +582 +0.3%
SP
289
Successful Portfolios
Florida
$3.27M +$778K +44,898 +31%
JCM
290
Jacobi Capital Management
Pennsylvania
$3.23M +$133K +7,686 +4%
LWMT
291
Legacy Wealth Management (Tennessee)
Tennessee
$3.19M +$993K +57,300 +45%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$3.18M +$457K +26,340 +17%
BAM
293
Belpointe Asset Management
Nevada
$3.16M -$92.2K -5,322 -3%
MHR
294
Matthew Hamilton Rosenberg
$3.15M -$208 -12 -0%
GB
295
Gunma Bank
Japan
$3.12M -$364K -21,000 -10%
VR
296
Viridian RIA
Washington
$3.1M -$2.95M – –
RFA
297
Radnor Financial Advisors
Pennsylvania
$3.09M +$15.1K +870 +0.5%
ECML
298
Eagle Capital Management (Louisiana)
Louisiana
$3.08M +$92.1K +5,316 +3%
RC
299
Rovin Capital
Arizona
$3.07M -$287K -16,560 -9%
GHA
300
GW Henssler & Associates
Georgia
$3.07M +$16.3K +942 +0.5%
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