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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
Charles Schwab Investment Advisory
California
$5.26B
2
Charles Schwab
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
5
WANY
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.35B
2
FMP
Financial Management Professionals
Texas
$28.5M
3
5L
55I LLC
Massachusetts
$8.04M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
426
PNC Financial Services Group
Pennsylvania
$1.12M -$70.8K -4,668 -6%
CB
427
Commerce Bank
Missouri
$1.12M +$52.4K +3,456 +5%
JPLA
428
Joseph P. Lucia & Associates
New York
$1.11M -$2.46K -162 -0.2%
LWAC
429
Laurel Wealth Advisors (California)
California
$1.11M +$121K +7,980 +12%
KOMWMG
430
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.11M +$1.11M +72,978 New
CFO
431
Collective Family Office
Pennsylvania
$1.1M +$1.1M +72,750 New
PA
432
Pinnacle Associates
New York
$1.1M -$20.7K -1,362 -2%
LIA
433
LBMC Investment Advisors
Tennessee
$1.09M +$24.8K +1,638 +2%
AWM
434
AE Wealth Management
Kansas
$1.09M +$87.1K +5,748 +9%
AC
435
Alley Company
Illinois
$1.07M +$7.37K +486 +0.7%
PCA
436
Personal Capital Advisors
California
$1.07M +$293K +19,356 +38%
KIA
437
KCM Investment Advisors
California
$1.06M -$23.7K -1,560 -2%
CCA
438
Column Capital Advisors
Indiana
$1.05M +$1.09K +72 +0.1%
GB
439
Gunma Bank
Japan
$1.05M +$1.05M +69,000 New
CAI
440
Capital Advisors Inc
Oklahoma
$1.04M +$9.18K +606 +0.9%
Northern Trust
441
Northern Trust
Illinois
$1.04M +$85K +5,610 +9%
Calamos Advisors
442
Calamos Advisors
Illinois
$1.03M -$26.6K -1,752 -3%
HIC
443
Holderness Investments Company
North Carolina
$1.03M -$53.7K -3,546 -5%
JWBC
444
John W. Brooker & Co
California
$1.02M +$1K +66 +0.1%
RDFA
445
Ritter Daniher Financial Advisory
Ohio
$1.02M +$1.02M +67,572 New
VCM
446
Vision Capital Management
Oregon
$1.02M +$110K +7,278 +12%
WSTAM
447
Wilbanks Smith & Thomas Asset Management
Virginia
$1.01M +$21.6K +1,422 +2%
NGA
448
Naples Global Advisors
Florida
$1.01M +$58K +3,828 +6%
PA
449
Paracle Advisors
Washington
$1.01M +$91 +6 +0%
EFG
450
Everhart Financial Group
Ohio
$1M +$1M +65,994 New
16 17
18
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