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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 %
TWM
351
Tanglewood Wealth Management
Texas
$1.9M +$1.57M +103,902 +483%
GPFA
352
Game Plan Financial Advisors
Ohio
$1.89M +$12.6K +828 +0.7%
SG
353
Somerset Group
Minnesota
$1.89M +$42.5K +2,802 +2%
CIR
354
Clear Investment Research
Georgia
$1.87M +$68.8K +4,536 +4%
CWS
355
Cypress Wealth Services
California
$1.82M +$1.82M +120,264 New
BFA
356
Beaumont Financial Advisors
Massachusetts
$1.79M -$95.9K -6,330 -5%
Lazard Asset Management
357
Lazard Asset Management
New York
$1.79M – – –
DP
358
DDD Partners
Washington
$1.78M +$198K +13,086 +13%
APG
359
Abacus Planning Group
South Carolina
$1.78M +$117K +7,722 +7%
AP
360
Advisor Partners
California
$1.75M +$1.75M +115,032 New
CWM
361
CCG Wealth Management
California
$1.74M -$1.11M -73,044 -39%
VA
362
Valmark Advisers
Ohio
$1.73M +$300K +19,818 +21%
FSWA
363
Financial Synergies Wealth Advisors
Texas
$1.72M -$884K -58,284 -34%
SP
364
Successful Portfolios
Florida
$1.72M +$8.37K +552 +0.5%
TPA
365
Trivium Point Advisory
Connecticut
$1.72M +$125K +8,142 +8%
SFG
366
SNS Financial Group
Minnesota
$1.7M -$28K -1,848 -2%
APP
367
Avantax Planning Partners
Iowa
$1.7M -$247K -16,308 -13%
FCI
368
Financial Counselors Inc
Kansas
$1.66M – – –
EWA
369
EP Wealth Advisors
California
$1.65M +$83.8K +5,526 +5%
Financial Engines Advisors
370
Financial Engines Advisors
California
$1.62M -$776K -51,192 -32%
SAM
371
Shone Asset Management
California
$1.6M -$19.5K -1,302 -1%
CCFM
372
Clear Creek Financial Management
Washington
$1.59M +$1.59M +104,622 New
AIS
373
American Investment Services
Massachusetts
$1.58M -$2.27K -150 -0.1%
PWA
374
Physician Wealth Advisors
Utah
$1.57M -$43K -2,700 -3%
TC
375
TownSquare Capital
Utah
$1.57M +$6.27K +414 +0.4%
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