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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 %
SC
326
Slow Capital
California
$2.23M -$230K -15,168 -9%
MCM
327
Manchester Capital Management
Vermont
$2.21M +$1.75M +115,536 +381%
AFP
328
Ausdal Financial Partners
Iowa
$2.2M +$296K +19,506 +16%
NCM
329
Northwest Capital Management
Oregon
$2.17M -$26.7K -1,764 -1%
SPFA
330
Summit Place Financial Advisors
New Jersey
$2.16M -$76K -5,010 -3%
RIM
331
Rockbridge Investment Management
New York
$2.15M +$21.7K +1,428 +1%
SFS
332
Summit Financial Strategies
Ohio
$2.14M -$229K -15,090 -10%
IA
333
IFG Advisory
Georgia
$2.14M +$2.14M +141,108 New
SFA
334
Seneca Financial Advisors
New York
$2.14M +$2.14M +140,886 New
BAM
335
Berkshire Asset Management
Pennsylvania
$2.13M +$794K +52,380 +59%
ECM
336
Elgethun Capital Management
South Dakota
$2.12M -$50.3K -3,318 -2%
FM
337
Family Management
New York
$2.12M +$2.12M +139,938 New
LWMT
338
Legacy Wealth Management (Tennessee)
Tennessee
$2.1M -$29.6K -1,950 -1%
PFM
339
Phillips Financial Management
Indiana
$2.08M +$129K +8,496 +7%
AC
340
Abbrea Capital
California
$2.07M +$9.55K +630 +0.5%
IAN
341
Integrated Advisors Network
Texas
$2.07M +$123K +8,130 +6%
FRA
342
Front Row Advisors
California
$2M -$312K -20,568 -14%
EVC
343
Eidelman Virant Capital
Missouri
$1.99M -$78.6K -5,184 -4%
SWM
344
SeaCrest Wealth Management
New York
$1.98M +$32.3K +2,130 +2%
CP
345
Capital Planning
Washington
$1.98M +$1.98M +130,404 New
AOWM
346
Alpha Omega Wealth Management
Virginia
$1.97M -$201K -13,248 -9%
WWM
347
Windsor Wealth Management
Indiana
$1.96M -$143K -9,426 -7%
JCIA
348
Jackson Creek Investment Advisors
Colorado
$1.95M +$172K +11,346 +10%
RC
349
Roundview Capital
New Jersey
$1.95M -$65.8K -4,344 -3%
CCM
350
CWH Capital Management
Washington
$1.91M -$24.6K -1,620 -1%
12 13
14
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