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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 %
SFA
326
Seneca Financial Advisors
New York
$2.66M +$72.4K +4,176 +3%
TAM
327
Townsend Asset Management
North Carolina
$2.63M +$161K +9,264 +6%
PFM
328
Phillips Financial Management
Indiana
$2.62M +$2.62M +151,152 New
CCM
329
Condor Capital Management
New Jersey
$2.59M -$47.5K -2,742 -2%
PA
330
PFG Advisors
Arizona
$2.56M +$662K +38,214 +35%
MCM
331
Manchester Capital Management
Vermont
$2.53M – – –
SCM
332
Stordahl Capital Management
Colorado
$2.51M -$46.6K -2,688 -2%
WCM
333
Wealthcare Capital Management
Virginia
$2.47M -$113K -6,516 -4%
SPFA
334
Summit Place Financial Advisors
New Jersey
$2.42M +$25K +1,440 +1%
JCIA
335
Jackson Creek Investment Advisors
Colorado
$2.42M -$35.9K -2,070 -1%
DP
336
DDD Partners
Washington
$2.39M +$243K +14,004 +11%
GC
337
Garde Capital
Washington
$2.39M -$43.4K -2,502 -2%
BCM
338
Brookstone Capital Management
Illinois
$2.39M +$2.39M +135,552 New
RIM
339
Rockbridge Investment Management
New York
$2.38M -$40.3K -2,328 -2%
ECM
340
Elgethun Capital Management
South Dakota
$2.35M -$76K -4,386 -3%
BC
341
Burleson & Co
California
$2.34M -$226K -13,068 -9%
ASN
342
Advisory Services Network
Georgia
$2.33M +$300K +17,298 +15%
AF
343
Advisornet Financial
Minnesota
$2.33M -$800K -46,170 -26%
AC
344
Abbrea Capital
California
$2.3M – – –
IAN
345
Integrated Advisors Network
Texas
$2.3M -$30.4K -1,752 -1%
SWM
346
SeaCrest Wealth Management
New York
$2.3M +$1.77K +102 +0.1%
FRA
347
Front Row Advisors
California
$2.29M -$106 -6 -0%
WCFA
348
Walkner Condon Financial Advisors
Wisconsin
$2.27M +$934K +53,832 +70%
FFA
349
First Foundation Advisors
California
$2.27M +$83K +4,788 +4%
BJL
350
Brighton Jones LLC
Washington
$2.26M +$745K +42,978 +49%
12 13
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