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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 %
WCM
326
Wealthcare Capital Management
Virginia
$2.39M -$56K -3,498 -2%
BC
327
Burleson & Co
California
$2.37M -$263K -16,452 -10%
SCM
328
Stordahl Capital Management
Colorado
$2.36M -$802K -50,106 -25%
WWM
329
Western Wealth Management
Colorado
$2.35M -$9.89K -618 -0.4%
MCM
330
Manchester Capital Management
Vermont
$2.34M – – –
FA
331
FDx Advisors
Illinois
$2.32M -$803K -50,178 -26%
SP
332
Successful Portfolios
Florida
$2.3M +$487K +30,456 +27%
TAM
333
Townsend Asset Management
North Carolina
$2.28M -$97.9K -6,114 -4%
JCIA
334
Jackson Creek Investment Advisors
Colorado
$2.27M +$202K +12,642 +10%
GC
335
Garde Capital
Washington
$2.25M -$1.1M -68,802 -33%
ECM
336
Elgethun Capital Management
South Dakota
$2.24M -$4.51K -282 -0.2%
RIM
337
Rockbridge Investment Management
New York
$2.23M -$42.1K -2,628 -2%
SPFA
338
Summit Place Financial Advisors
New Jersey
$2.21M -$68.2K -4,260 -3%
LFA
339
Landmark Financial Advisors
Kentucky
$2.21M -$183K -11,448 -8%
IAN
340
Integrated Advisors Network
Texas
$2.15M -$29.2K -1,824 -1%
VVP
341
Venture Visionary Partners
Ohio
$2.14M -$945K -59,022 -31%
AC
342
Abbrea Capital
California
$2.13M -$54.5K -3,408 -2%
SWM
343
SeaCrest Wealth Management
New York
$2.12M +$33.7K +2,106 +2%
AOWM
344
Alpha Omega Wealth Management
Virginia
$2.12M +$44.9K +2,808 +2%
EWA
345
EP Wealth Advisors
California
$2.12M +$379K +23,694 +22%
FM
346
Family Management
New York
$2.11M -$127K -7,926 -6%
EVC
347
Eidelman Virant Capital
Missouri
$2.08M -$29.7K -1,836 -1%
FRA
348
Front Row Advisors
California
$2.07M -$39.9K -2,496 -2%
RC
349
Roundview Capital
New Jersey
$2.06M – – –
LWMT
350
Legacy Wealth Management (Tennessee)
Tennessee
$2.03M -$194K -12,090 -9%
12 13
14
15 16