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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 %
FFA
351
First Foundation Advisors
California
$2.02M +$1.55M +96,762 +331%
GPFA
352
Game Plan Financial Advisors
Ohio
$2.01M +$6.95K +432 +0.3%
SG
353
Somerset Group
Minnesota
$2M – – –
DP
354
DDD Partners
Washington
$1.98M +$100K +6,246 +5%
MSWMA
355
Market Street Wealth Management Advisors
Indiana
$1.96M -$1.23M -76,620 -38%
SFS
356
Summit Financial Strategies
Ohio
$1.96M +$3.58K +258 +0.2%
VA
357
Valmark Advisers
Ohio
$1.95M +$126K +7,872 +7%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$1.9M -$1.3M -81,450 -41%
BFA
359
Beaumont Financial Advisors
Massachusetts
$1.89M -$2.4K -150 -0.1%
Lazard Asset Management
360
Lazard Asset Management
New York
$1.89M – – –
ASN
361
Advisory Services Network
Georgia
$1.88M +$397K +24,816 +27%
FSWA
362
Financial Synergies Wealth Advisors
Texas
$1.86M +$39.6K +2,472 +2%
AP
363
Advisor Partners
California
$1.84M – – –
WWM
364
Windsor Wealth Management
Indiana
$1.8M -$272K -17,028 -13%
CWM
365
CCG Wealth Management
California
$1.8M -$42.5K -2,658 -2%
EAM
366
Evanson Asset Management
California
$1.76M +$1.02M +63,954 +140%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$1.75M +$345K +21,540 +25%
FCI
368
Financial Counselors Inc
Kansas
$1.75M -$3.36K -210 -0.2%
PA
369
PFG Advisors
Arizona
$1.75M +$112K +7,020 +7%
SFG
370
SNS Financial Group
Minnesota
$1.75M -$52K -3,246 -3%
TC
371
TownSquare Capital
Utah
$1.74M +$74.3K +4,644 +4%
APSI
372
Asset Planning Services Inc
Louisiana
$1.73M +$133K +8,340 +8%
APG
373
Abacus Planning Group
South Carolina
$1.7M -$175K -10,920 -9%
RF
374
RHS Financial
California
$1.7M +$1.7M +105,954 New
Goldman Sachs
375
Goldman Sachs
New York
$1.69M +$849K +53,040 +102%
13 14
15
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