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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 %
AF
376
Allworth Financial
California
$1.84M +$1.84M +106,218 +160,936%
MSWMA
377
Market Street Wealth Management Advisors
Indiana
$1.84M -$285K -16,470 -13%
APG
378
Abacus Planning Group
South Carolina
$1.82M -$23.9K -1,380 -1%
AIS
379
American Investment Services
Massachusetts
$1.79M -$14.6K -840 -0.8%
SWM
380
SigFig Wealth Management
California
$1.78M +$10.3K +594 +0.6%
CA
381
Capital Advantage
California
$1.78M -$44.5K -2,568 -2%
SBH
382
Segall Bryant & Hamill
Illinois
$1.77M +$14.7K +846 +0.8%
IC
383
IEQ Capital
California
$1.76M +$209K +12,060 +13%
APP
384
Avantax Planning Partners
Iowa
$1.76M -$4.99K -288 -0.3%
CIC
385
Carnegie Investment Counsel
Ohio
$1.75M -$71.5K -4,128 -4%
DWP
386
Destiny Wealth Partners
Florida
$1.74M +$215K +12,384 +14%
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$1.72M -$18.2K -1,050 -1%
NS
388
Newman & Schimel
Illinois
$1.71M +$230K +13,284 +16%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$1.71M +$1.6M +92,364 +1,479%
CCFM
390
Clear Creek Financial Management
Washington
$1.7M +$1.7M +98,034 New
SFG
391
SNS Financial Group
Minnesota
$1.69M -$197K -11,364 -10%
TF
392
TIAA FSB
Florida
$1.68M +$390K +22,488 +30%
GPFA
393
Game Plan Financial Advisors
Ohio
$1.67M -$505K -29,130 -23%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$1.66M +$16.1K +930 +1%
SCM
395
Southport Capital Management
Tennessee
$1.65M – – –
SCM
396
Spreng Capital Management
Ohio
$1.64M -$52.2K -3,012 -3%
MFT
397
Moisand Fitzgerald Tamayo
Florida
$1.62M -$2.7K -156 -0.2%
BlackRock
398
BlackRock
New York
$1.62M -$21.8K -1,260 -1%
OC
399
Oppenheimer & Co
New York
$1.62M +$51.2K +2,952 +3%
RJA
400
Raymond James & Associates
Florida
$1.59M +$238K +13,728 +18%
14 15
16
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