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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 %
LFA
351
Landmark Financial Advisors
Kentucky
$2.26M -$127K -7,332 -5%
VA
352
Valmark Advisers
Ohio
$2.26M +$144K +8,298 +7%
RC
353
Roundview Capital
New Jersey
$2.23M +$1.46K +84 +0.1%
FM
354
Family Management
New York
$2.22M -$64.5K -3,720 -3%
RF
355
RHS Financial
California
$2.21M +$375K +21,618 +20%
VWA
356
VERITY Wealth Advisors
United States
$2.21M -$813K -46,884 -27%
AOWM
357
Alpha Omega Wealth Management
Virginia
$2.2M -$96.8K -5,586 -4%
CBFP
358
Cedar Brook Financial Partners
Ohio
$2.2M +$2.2M +126,648 New
IRC
359
Investors Research Corp
Georgia
$2.19M +$682K +39,342 +45%
EVC
360
Eidelman Virant Capital
Missouri
$2.18M -$61.5K -3,546 -3%
SG
361
Somerset Group
Minnesota
$2.16M -$1.66K -96 -0.1%
Northern Trust
362
Northern Trust
Illinois
$2.14M +$903K +52,104 +73%
CIR
363
Clear Investment Research
Georgia
$2.12M -$8.42K -486 -0.4%
TC
364
TownSquare Capital
Utah
$2.1M +$204K +11,640 +11%
FSWA
365
Financial Synergies Wealth Advisors
Texas
$2.09M +$73.9K +4,266 +4%
EWA
366
EP Wealth Advisors
California
$2.09M -$207K -11,946 -9%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$2.06M +$161K +9,276 +8%
BFA
368
Beaumont Financial Advisors
Massachusetts
$2.05M – – –
Lazard Asset Management
369
Lazard Asset Management
New York
$2.04M – – –
AP
370
Advisor Partners
California
$2M – – –
APSI
371
Asset Planning Services Inc
Louisiana
$1.95M +$79.5K +4,590 +4%
Financial Engines Advisors
372
Financial Engines Advisors
California
$1.95M +$194K +11,220 +11%
CWM
373
CCG Wealth Management
California
$1.94M -$9.15K -528 -0.5%
FCI
374
Financial Counselors Inc
Kansas
$1.9M – – –
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.87M +$141K +8,130 +8%
13 14
15
16 17