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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 %
SC
451
Schoolcraft Capital
Colorado
$995K -$1.82K -120 -0.2%
AIM
452
Aspen Investment Management
Michigan
$994K +$11.6K +768 +1%
Fisher Asset Management
453
Fisher Asset Management
Washington
$989K +$989K +65,214 New
CAM
454
Cozad Asset Management
Illinois
$980K +$40K +2,640 +4%
WIC
455
Whitegate Investment Counselors
New Hampshire
$976K -$53.8K -3,546 -5%
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$975K -$250K -16,458 -20%
TC
457
TAP Consulting
Missouri
$973K +$87.9K +5,796 +10%
PAM
458
Peak Asset Management
Colorado
$969K -$35.6K -2,346 -4%
PCM
459
Pennsylvania Capital Management
Pennsylvania
$964K -$185 -12 -0%
PWW
460
Pettyjohn Wood & White
Virginia
$943K +$32.7K +2,160 +4%
RCA
461
Reitz Capital Advisors
Michigan
$941K -$13.2K -870 -1%
APW
462
Aurora Private Wealth
New Jersey
$940K -$5.55K -366 -0.6%
SSB
463
Sandy Spring Bank
Maryland
$938K -$68.2K -4,500 -7%
SWM
464
Southern Wealth Management
Texas
$925K +$2.55K +168 +0.3%
AP
465
Adero Partners
California
$923K -$133K -8,796 -13%
PP
466
Palladium Partners
Virginia
$914K +$44.2K +2,916 +5%
SFSIG
467
San Francisco Sentry Investment Group
California
$911K +$15.6K +1,026 +2%
AFS
468
Annapolis Financial Services
Maryland
$903K +$903K +59,592 New
RPCA
469
Running Point Capital Advisors
California
$899K +$899K +59,280 New
Janney Montgomery Scott
470
Janney Montgomery Scott
Pennsylvania
$871K -$20.9K -1,380 -2%
IF
471
Ironwood Financial
Arizona
$866K -$21.3K -1,404 -2%
VPIM
472
Vanguard Personalized Indexing Management
California
$866K – – –
SFG
473
StrategIQ Financial Group
Indiana
$851K -$1.55K -102 -0.2%
SAM
474
Summit Asset Management
Tennessee
$846K -$15.5K -1,020 -2%
SWP
475
Stratos Wealth Partners
Ohio
$832K -$386K -25,470 -32%
17 18
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