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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 %
G
401
Gainplan
Michigan
$1.42M -$28.3K -1,770 -2%
DWP
402
Destiny Wealth Partners
Florida
$1.41M -$135K -8,454 -9%
BJL
403
Brighton Jones LLC
Washington
$1.4M +$48.5K +3,030 +4%
RWMH
404
Riverpoint Wealth Management Holdings
Illinois
$1.4M +$384 +24 +0%
IRC
405
Investors Research Corp
Georgia
$1.39M +$581K +36,330 +72%
PSUF
406
People's United Financial
Connecticut
$1.39M -$27.8K -1,740 -2%
SQA
407
Simon Quick Advisors
New Jersey
$1.39M -$115K -7,170 -8%
DTC
408
Davidson Trust Company
Washington
$1.37M – – –
NS
409
Newman & Schimel
Illinois
$1.37M +$801K +50,058 +141%
NGA
410
Naples Global Advisors
Florida
$1.34M +$268K +16,740 +25%
FCM
411
Firestone Capital Management
Florida
$1.33M +$25.9K +1,620 +2%
FNBT
412
FineMark National Bank & Trust
Florida
$1.31M -$9.61K -600 -0.7%
MA
413
Modus Advisors
Minnesota
$1.28M +$75.2K +4,698 +6%
PA
414
Pinnacle Associates
New York
$1.28M +$119K +7,440 +10%
SWP
415
Stratos Wealth Partners
Ohio
$1.28M +$398K +24,864 +45%
PCA
416
Personal Capital Advisors
California
$1.27M +$142K +8,904 +13%
CAI
417
Capital Advisors Inc
Oklahoma
$1.26M +$153K +9,588 +14%
RJA
418
Raymond James & Associates
Florida
$1.25M -$141K -8,784 -10%
TCM
419
Twele Capital Management
Minnesota
$1.25M +$3.17K +198 +0.3%
TC
420
Tatro Capital
Kentucky
$1.24M -$47.1K -2,940 -4%
JPLA
421
Joseph P. Lucia & Associates
New York
$1.24M +$66.6K +4,164 +6%
WCFA
422
Walkner Condon Financial Advisors
Wisconsin
$1.24M -$63.1K -3,942 -5%
AWM
423
Altium Wealth Management
New York
$1.23M +$438K +27,348 +55%
PWA
424
Physician Wealth Advisors
Utah
$1.22M -$408K -24,816 -25%
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$185K +11,538 +18%
15 16
17
18 19