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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 %
PA
376
PFG Advisors
Arizona
$1.55M +$64.4K +4,248 +4%
VWA
377
V Wealth Advisors
Kansas
$1.55M +$1.55M +102,234 New
CA
378
Capital Advantage
California
$1.52M -$2.26K -150 -0.1%
CIC
379
Carnegie Investment Counsel
Ohio
$1.52M +$21.9K +1,446 +1%
APSI
380
Asset Planning Services Inc
Louisiana
$1.51M -$9.09K -600 -0.6%
SCM
381
Spreng Capital Management
Ohio
$1.51M -$33.1K -2,184 -2%
JWA
382
JFS Wealth Advisors
Pennsylvania
$1.48M -$380K -25,062 -20%
HWMG
383
Hurlow Wealth Management Group
Indiana
$1.48M -$193K -12,732 -12%
MFT
384
Moisand Fitzgerald Tamayo
Florida
$1.48M -$24.7K -1,632 -2%
GSIS
385
Global Strategic Investment Solutions
Arizona
$1.48M – – –
DWP
386
Destiny Wealth Partners
Florida
$1.46M +$1.46M +96,438 New
SBH
387
Segall Bryant & Hamill
Illinois
$1.46M +$2.27K +150 +0.2%
SQA
388
Simon Quick Advisors
New Jersey
$1.42M -$242K -15,948 -15%
NFG
389
Nations Financial Group
Iowa
$1.41M +$13.6K +900 +1%
ASN
390
Advisory Services Network
Georgia
$1.4M +$211K +13,902 +18%
KWM
391
Kingsview Wealth Management
Oregon
$1.39M +$17.1K +1,128 +1%
OC
392
Oppenheimer & Co
New York
$1.38M -$3.73K -246 -0.3%
G
393
Gainplan
Michigan
$1.37M -$91.3K -6,024 -6%
PSUF
394
People's United Financial
Connecticut
$1.34M +$9.46K +624 +0.7%
WI
395
Wedgewood Investors
Pennsylvania
$1.34M +$752K +49,614 +129%
PFWA
396
Paces Ferry Wealth Advisors
Georgia
$1.33M +$78K +5,148 +6%
RWMH
397
Riverpoint Wealth Management Holdings
Illinois
$1.32M +$546 +36 +0%
RJA
398
Raymond James & Associates
Florida
$1.32M +$181K +11,952 +16%
SWM
399
SigFig Wealth Management
California
$1.31M +$218K +14,352 +20%
FPCG
400
Fort Pitt Capital Group
Pennsylvania
$1.31M +$491K +32,418 +60%
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