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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 %
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M -$91.2K -5,700 -7%
LIA
427
LBMC Investment Advisors
Tennessee
$1.21M +$58.3K +3,642 +5%
JCM
428
Jacobsen Capital Management
Utah
$1.21M +$5.95K +372 +0.5%
IFS
429
Ifrah Financial Services
Arkansas
$1.2M -$22.4K -1,398 -2%
CCMD
430
Cypress Capital Management (Delaware)
Delaware
$1.2M – – –
WTC
431
WhitTier Trust Company
Nevada
$1.19M – – –
TF
432
TIAA FSB
Florida
$1.19M -$20.6K -1,284 -2%
ZIM
433
Zacks Investment Management
Illinois
$1.19M -$100K -6,252 -8%
JG
434
Jefferies Group
New York
$1.18M +$341K +21,336 +41%
WP
435
WealthPLAN Partners
Nebraska
$1.18M -$47.8K -2,850 -4%
CB
436
Commerce Bank
Missouri
$1.18M – – –
TA
437
Tiedemann Advisors
New York
$1.18M -$166K -10,350 -12%
OFS
438
Oldfather Financial Services
Nebraska
$1.17M +$511K +30,876 +77%
BFG
439
Bouchey Financial Group
New York
$1.17M -$17.9K -1,116 -2%
AC
440
Alley Company
Illinois
$1.15M +$17.5K +1,092 +2%
Calamos Advisors
441
Calamos Advisors
Illinois
$1.15M +$61.6K +3,846 +6%
Northern Trust
442
Northern Trust
Illinois
$1.15M +$49.6K +3,096 +5%
OCM
443
One Capital Management
California
$1.15M -$188K -11,742 -14%
CPIG
444
Chicago Partners Investment Group
Illinois
$1.13M +$404K +23,880 +56%
KIA
445
KCM Investment Advisors
California
$1.13M +$15.7K +984 +1%
TWM
446
Tanglewood Wealth Management
Texas
$1.12M -$889K -55,542 -44%
KAS
447
Kestra Advisory Services
Texas
$1.11M -$7.59M -474,384 -87%
CCA
448
Column Capital Advisors
Indiana
$1.11M – – –
JWBC
449
John W. Brooker & Co
California
$1.1M +$20.9K +1,308 +2%
SWM
450
Southern Wealth Management
Texas
$1.09M +$111K +6,942 +11%
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