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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 %
HCM
301
Hollencrest Capital Management
California
$2.67M -$2.91K -192 -0.1%
VWA
302
VERITY Wealth Advisors
United States
$2.66M -$201K -13,236 -7%
FHB
303
First Hawaiian Bank
Hawaii
$2.66M – – –
SIC
304
Sigma Investment Counselors
Michigan
$2.58M +$1.02M +67,098 +65%
RBA
305
Richard Bernstein Advisors
New York
$2.57M -$103K -6,768 -4%
CAN
306
Cetera Advisor Networks
California
$2.53M +$456K +30,114 +22%
FI
307
FormulaFolio Investments
Michigan
$2.51M -$141K -9,312 -5%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$2.51M +$1.36M +89,736 +119%
FAG
309
Financial Advisory Group
Texas
$2.5M -$27.3K -1,800 -1%
BC
310
Burleson & Co
California
$2.49M +$277K +18,306 +13%
PA
311
Parallel Advisors
California
$2.48M -$25.6K -1,686 -1%
MML Investors Services
312
MML Investors Services
Massachusetts
$2.47M +$616K +40,632 +33%
MCM
313
Mainstay Capital Management
Michigan
$2.45M -$46K -3,036 -2%
CCM
314
Condor Capital Management
New Jersey
$2.43M -$3.46M -228,276 -59%
VFA
315
Valeo Financial Advisors
Indiana
$2.43M +$54.9K +3,624 +2%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$2.42M +$39.2K +2,550 +2%
LFS
317
Lutz Financial Services
Nebraska
$2.41M +$74.5K +4,914 +3%
CHA
318
Carmichael Hill & Associates
Maryland
$2.38M -$909 -60 -0%
SLT
319
St Louis Trust
Missouri
$2.38M – – –
Bank of New York Mellon
320
Bank of New York Mellon
New York
$2.35M -$695K -45,852 -23%
WCM
321
Wealthcare Capital Management
Virginia
$2.32M -$302K -19,908 -12%
MW
322
MBL Wealth
North Carolina
$2.3M +$2.3M +151,740 New
LFA
323
Landmark Financial Advisors
Kentucky
$2.3M -$306K -19,854 -12%
TAM
324
Townsend Asset Management
North Carolina
$2.26M +$29K +1,914 +1%
WWM
325
Western Wealth Management
Colorado
$2.23M -$21.4K -1,410 -0.9%
11 12
13
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