SCHX icon

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
+$290M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$60.3M
4
AWS
AJ Wealth Strategies
New York
+$38.2M
5
Charles Schwab
Charles Schwab
California
+$32.1M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$54.4M
2
PFG
Piershale Financial Group
Illinois
-$31.2M
3
RCIM
Red Cedar Investment Management
Michigan
-$30.2M
4
SAF
Smith Anglin Financial
Texas
-$28.3M
5
AssetMark Inc
AssetMark Inc
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Capital Advantage
California
$1.68M +$67.9K +4,242 +4%
CIC
377
Carnegie Investment Counsel
Ohio
$1.67M +$77.8K +4,872 +5%
NDSI
378
Newman Dignan & Sheerar Inc
Rhode Island
$1.67M +$48.5K +30,306 +3%
AIS
379
American Investment Services
Massachusetts
$1.67M +$2.88K +180 +0.2%
VWA
380
V Wealth Advisors
Kansas
$1.64M +$3.17K +198 +0.2%
SWM
381
SigFig Wealth Management
California
$1.64M +$250K +15,630 +18%
APP
382
Avantax Planning Partners
Iowa
$1.63M -$164K -10,218 -9%
Financial Engines Advisors
383
Financial Engines Advisors
California
$1.62M -$86.7K -5,418 -5%
SBH
384
Segall Bryant & Hamill
Illinois
$1.62M +$80K +5,004 +5%
CWS
385
Cypress Wealth Services
California
$1.61M -$317K -19,800 -16%
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$1.61M +$422K +26,400 +36%
JWA
387
JFS Wealth Advisors
Pennsylvania
$1.6M +$33.6K +2,100 +2%
AIC
388
Ameritas Investment Company
Nebraska
$1.59M +$1.19M +74,640 +303%
SCM
389
Spreng Capital Management
Ohio
$1.57M -$29.1K -1,818 -2%
SCM
390
Southport Capital Management
Tennessee
$1.52M +$259K +16,152 +20%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$1.52M -$1.13M -70,602 -43%
BlackRock
392
BlackRock
New York
$1.52M +$268K +16,722 +21%
KWM
393
Kingsview Wealth Management
Oregon
$1.5M +$20.5K +1,266 +1%
MFT
394
Moisand Fitzgerald Tamayo
Florida
$1.5M -$65.7K -4,104 -4%
HWMG
395
Hurlow Wealth Management Group
Indiana
$1.5M -$65K -4,062 -4%
TIM
396
Total Investment Management
Arizona
$1.48M +$1.48M +144,930 New
NFG
397
Nations Financial Group
Iowa
$1.46M -$28.8K -1,800 -2%
WI
398
Wedgewood Investors
Pennsylvania
$1.45M +$40.3K +2,520 +3%
OC
399
Oppenheimer & Co
New York
$1.45M -$11.6K -726 -0.8%
IC
400
IEQ Capital
California
$1.43M +$89.7K +5,604 +7%
14 15
16
17 18