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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 %
Renaissance Technologies
426
Renaissance Technologies
New York
$1.36M +$1.36M +78,600 New
PCA
427
Personal Capital Advisors
California
$1.34M -$39.6K -2,286 -3%
CB
428
Commerce Bank
Missouri
$1.33M +$57.2K +3,300 +4%
TCM
429
Twele Capital Management
Minnesota
$1.33M -$17.6K -1,014 -1%
AWM
430
Altium Wealth Management
New York
$1.33M – – –
LWAC
431
Laurel Wealth Advisors (California)
California
$1.33M +$164K +9,444 +14%
TC
432
Tatro Capital
Kentucky
$1.32M -$22.5K -1,296 -2%
CAI
433
Capital Advisors Inc
Oklahoma
$1.32M -$38.5K -2,220 -3%
HPWM
434
Highland Private Wealth Management
Washington
$1.3M +$555K +32,034 +74%
CCMD
435
Cypress Capital Management (Delaware)
Delaware
$1.3M – – –
IFS
436
Ifrah Financial Services
Arkansas
$1.29M -$12.1K -696 -0.9%
OFS
437
Oldfather Financial Services
Nebraska
$1.29M +$19.4K +1,086 +2%
WP
438
WealthPLAN Partners
Nebraska
$1.28M +$24.4K +1,362 +2%
ZIM
439
Zacks Investment Management
Illinois
$1.28M – – –
GWM
440
GSB Wealth Management
Connecticut
$1.28M +$164K +9,438 +15%
Calamos Advisors
441
Calamos Advisors
Illinois
$1.28M +$37.4K +2,160 +3%
JG
442
Jefferies Group
New York
$1.28M – – –
TA
443
Tiedemann Advisors
New York
$1.28M +$2.39K +138 +0.2%
JWBC
444
John W. Brooker & Co
California
$1.27M +$71.3K +4,116 +6%
LIA
445
LBMC Investment Advisors
Tennessee
$1.26M -$52.7K -3,042 -4%
LWANC
446
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.24M -$68.6K -3,960 -5%
AC
447
Alley Company
Illinois
$1.24M -$3.85K -222 -0.3%
HIC
448
Holderness Investments Company
North Carolina
$1.23M +$82.6K +4,764 +7%
AMG
449
Advisors Management Group
Wisconsin
$1.23M +$144K +8,310 +13%
BFG
450
Bouchey Financial Group
New York
$1.21M -$55K -3,174 -4%
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