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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 %
DTC
401
Davidson Trust Company
Washington
$1.3M – – –
BJL
402
Brighton Jones LLC
Washington
$1.28M +$22.2K +1,464 +2%
IC
403
IEQ Capital
California
$1.27M +$19.7K +1,302 +2%
TA
404
Tiedemann Advisors
New York
$1.27M +$196K +12,954 +18%
OCM
405
One Capital Management
California
$1.26M +$864K +57,012 +216%
FNBT
406
FineMark National Bank & Trust
Florida
$1.25M +$132K +8,682 +12%
LWANC
407
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23M -$35.5K -2,340 -3%
FCM
408
Firestone Capital Management
Florida
$1.23M +$73.5K +4,848 +6%
WCFA
409
Walkner Condon Financial Advisors
Wisconsin
$1.23M +$27.3K +1,800 +2%
TC
410
Tatro Capital
Kentucky
$1.22M -$11.7K -774 -1%
ZIM
411
Zacks Investment Management
Illinois
$1.22M +$688K +45,390 +130%
CCWA
412
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M -$228K -15,054 -16%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$1.21M -$355K -23,454 -23%
D
414
Diversified
Delaware
$1.2M +$1.2M +79,326 New
SCM
415
Southport Capital Management
Tennessee
$1.2M – – –
BlackRock
416
BlackRock
New York
$1.18M +$78.8K +5,196 +7%
TCM
417
Twele Capital Management
Minnesota
$1.18M -$70.7K -4,668 -6%
IFS
418
Ifrah Financial Services
Arkansas
$1.16M -$45K -2,970 -4%
WP
419
WealthPLAN Partners
Nebraska
$1.15M -$13.9K -882 -1%
TF
420
TIAA FSB
Florida
$1.15M +$1.15M +75,504 New
MA
421
Modus Advisors
Minnesota
$1.14M -$47.4K -3,126 -4%
JCM
422
Jacobsen Capital Management
Utah
$1.14M +$6.55K +432 +0.6%
CCMD
423
Cypress Capital Management (Delaware)
Delaware
$1.14M – – –
WTC
424
WhitTier Trust Company
Nevada
$1.13M – – –
BFG
425
Bouchey Financial Group
New York
$1.13M +$728 +48 +0.1%
15 16
17
18 19