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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 %
MWA
301
MFA Wealth Advisors
Pennsylvania
$2.78M +$2.54M +158,844 +1,056%
BFM
302
Broadview Financial Management
Wisconsin
$2.76M -$208K -12,966 -7%
ECML
303
Eagle Capital Management (Louisiana)
Louisiana
$2.76M -$895K -55,926 -24%
HCM
304
Hollencrest Capital Management
California
$2.76M -$55.7K -3,480 -2%
SIC
305
Sigma Investment Counselors
Michigan
$2.71M -$10.8K -672 -0.4%
EWM
306
Elmwood Wealth Management
California
$2.65M +$2.65M +165,654 New
FAG
307
Financial Advisory Group
Texas
$2.63M -$10.2K -636 -0.4%
NCM
308
Northwest Capital Management
Oregon
$2.62M +$332K +20,712 +14%
RBA
309
Richard Bernstein Advisors
New York
$2.61M -$102K -6,372 -4%
CHA
310
Carmichael Hill & Associates
Maryland
$2.61M +$93.9K +5,868 +4%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$2.6M -$2.18K -132 -0.1%
VFA
312
Valeo Financial Advisors
Indiana
$2.58M +$20.7K +1,296 +0.8%
PA
313
Parallel Advisors
California
$2.57M -$54.9K -3,432 -2%
LFS
314
Lutz Financial Services
Nebraska
$2.56M +$23.7K +1,482 +0.9%
LAS
315
Lloyd Advisory Services
Georgia
$2.55M +$2.55M +159,396 New
AFP
316
Ausdal Financial Partners
Iowa
$2.53M +$215K +13,410 +9%
SLT
317
St Louis Trust
Missouri
$2.51M – – –
BAM
318
Berkshire Asset Management
Pennsylvania
$2.5M +$250K +15,630 +11%
Bank of New York Mellon
319
Bank of New York Mellon
New York
$2.48M – – –
MCM
320
Mainstay Capital Management
Michigan
$2.47M -$113K -7,056 -4%
TPA
321
Trivium Point Advisory
Connecticut
$2.46M +$673K +42,024 +38%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$2.46M +$2.01M +125,424 +448%
MW
323
MBL Wealth
North Carolina
$2.45M +$16.8K +1,050 +0.7%
CCM
324
Condor Capital Management
New Jersey
$2.43M -$133K -8,316 -5%
SFA
325
Seneca Financial Advisors
New York
$2.39M +$137K +8,538 +6%
11 12
13
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