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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 %
BFPW
301
BOK Financial Private Wealth
Colorado
$3.05M -$56.1K -3,240 -2%
LPIC
302
LeJeune Puetz Investment Counsel
Michigan
$3.02M -$187K -10,788 -6%
IA
303
IFG Advisory
Georgia
$3M -$33.9K -1,956 -1%
HCM
304
Hollencrest Capital Management
California
$2.98M -$5.09K -294 -0.2%
BAM
305
Berkshire Asset Management
Pennsylvania
$2.96M +$254K +14,658 +9%
BFM
306
Broadview Financial Management
Wisconsin
$2.96M -$37.1K -2,142 -1%
PGFC
307
Peapack-Gladstone Financial Corp
New Jersey
$2.94M +$278K +16,014 +10%
DSC
308
Duncker Streett & Co
Missouri
$2.93M -$180K -10,404 -6%
AFP
309
Ausdal Financial Partners
Iowa
$2.92M +$174K +10,044 +6%
FA
310
FDx Advisors
Illinois
$2.9M +$388K +22,392 +15%
EWM
311
Elmwood Wealth Management
California
$2.89M +$22.4K +1,290 +0.8%
PWS
312
Precision Wealth Strategies
Missouri
$2.88M +$2.88M +165,966 New
WWM
313
Western Wealth Management
Colorado
$2.86M +$318K +18,384 +13%
RBA
314
Richard Bernstein Advisors
New York
$2.84M +$19.1K +1,104 +0.7%
SIC
315
Sigma Investment Counselors
Michigan
$2.83M -$114K -6,576 -4%
VFA
316
Valeo Financial Advisors
Indiana
$2.82M +$24.1K +1,392 +0.9%
MCM
317
Mainstay Capital Management
Michigan
$2.81M +$133K +7,650 +5%
Bank of New York Mellon
318
Bank of New York Mellon
New York
$2.8M +$119K +6,894 +4%
CHA
319
Carmichael Hill & Associates
Maryland
$2.79M -$36.9K -2,130 -1%
MWA
320
MFA Wealth Advisors
Pennsylvania
$2.78M -$229K -13,206 -8%
PA
321
Parallel Advisors
California
$2.78M +$5.09K +294 +0.2%
APA
322
American Portfolios Advisors
New York
$2.78M +$2.65M +152,862 +2,087%
FAG
323
Financial Advisory Group
Texas
$2.78M -$72.3K -4,170 -3%
LAS
324
Lloyd Advisory Services
Georgia
$2.75M -$17.5K -1,008 -0.6%
LFS
325
Lutz Financial Services
Nebraska
$2.74M -$34.4K -1,986 -1%
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