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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 %
KWM
401
Kingsview Wealth Management
Oregon
$1.59M -$30.3K -1,740 -2%
WI
402
Wedgewood Investors
Pennsylvania
$1.57M -$4.16K -240 -0.3%
EAM
403
Evanson Asset Management
California
$1.57M -$337K -19,452 -18%
HWMG
404
Hurlow Wealth Management Group
Indiana
$1.57M -$57.9K -3,342 -4%
CPIG
405
Chicago Partners Investment Group
Illinois
$1.55M +$358K +20,052 +30%
NFG
406
Nations Financial Group
Iowa
$1.53M -$50.4K -2,910 -3%
PSUF
407
People's United Financial
Connecticut
$1.53M +$23.9K +1,380 +2%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$204K +11,784 +16%
MA
409
Modus Advisors
Minnesota
$1.52M +$130K +7,488 +9%
RWMH
410
Riverpoint Wealth Management Holdings
Illinois
$1.51M +$2.5K +144 +0.2%
DTC
411
Davidson Trust Company
Washington
$1.48M – – –
VVP
412
Venture Visionary Partners
Ohio
$1.48M -$838K -48,372 -36%
G
413
Gainplan
Michigan
$1.47M -$67.6K -3,906 -4%
FCM
414
Firestone Capital Management
Florida
$1.45M +$16.7K +966 +1%
NGA
415
Naples Global Advisors
Florida
$1.43M -$12.3K -708 -0.8%
FPCG
416
Fort Pitt Capital Group
Pennsylvania
$1.43M +$424K +24,486 +42%
WWM
417
Windsor Wealth Management
Indiana
$1.42M -$529K -30,498 -27%
FNBT
418
FineMark National Bank & Trust
Florida
$1.42M – – –
SWP
419
Stratos Wealth Partners
Ohio
$1.42M +$32.7K +1,884 +2%
JPLA
420
Joseph P. Lucia & Associates
New York
$1.4M +$59.3K +3,420 +4%
HI
421
Human Investing
Oregon
$1.4M -$3.67M -211,812 -72%
Millennium Management
422
Millennium Management
New York
$1.4M +$1.4M +80,484 New
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
$1.38M -$4.22M -243,858 -75%
RPGK
424
Retirement Planning Group (Kansas)
Kansas
$1.38M +$598K +34,500 +76%
PA
425
Pinnacle Associates
New York
$1.37M -$15.4K -888 -1%
15 16
17
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