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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
$5.84B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$188M
4
AWS
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
Piershale Financial Group
Illinois
$21.9M
3
RCIM
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
451
Vision Capital Management
Oregon
$1.08M +$5.09K +318 +0.5%
CG
452
Caprock Group
Idaho
$1.08M +$596K +37,248 +122%
LWAC
453
Laurel Wealth Advisors (California)
California
$1.08M -$92.4K -5,772 -8%
PA
454
Paracle Advisors
Washington
$1.06M +$96 +6 +0%
HIC
455
Holderness Investments Company
North Carolina
$1.06M -$21.8K -1,362 -2%
CIR
456
Clear Investment Research
Georgia
$1.06M -$3.17K -366 -0.3%
PP
457
Palladium Partners
Virginia
$1.06M +$94.1K +5,880 +10%
SC
458
Schoolcraft Capital
Colorado
$1.05M -$2.31K -144 -0.2%
AIM
459
Aspen Investment Management
Michigan
$1.05M -$3.75K -234 -0.4%
EFG
460
Everhart Financial Group
Ohio
$1.04M -$15.6K -978 -1%
SC
461
Slow Capital
California
$1.04M -$1.32M -82,164 -56%
CAM
462
Cozad Asset Management
Illinois
$1.03M – – –
GWM
463
GSB Wealth Management
Connecticut
$1.03M +$1.03M +64,608 New
RDFA
464
Ritter Daniher Financial Advisory
Ohio
$1.03M -$52.7K -3,294 -5%
Janney Montgomery Scott
465
Janney Montgomery Scott
Pennsylvania
$1.01M +$90.9K +5,676 +10%
AP
466
Adero Partners
California
$1.01M +$34.9K +2,178 +4%
CFO
467
Collective Family Office
Pennsylvania
$1.01M -$156K -9,768 -13%
AMG
468
Advisors Management Group
Wisconsin
$999K +$999K +62,430 New
PWW
469
Pettyjohn Wood & White
Virginia
$996K – – –
PCM
470
Pennsylvania Capital Management
Pennsylvania
$993K -$6.34K -396 -0.6%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$981K -$86.3K -5,394 -8%
WIC
472
Whitegate Investment Counselors
New Hampshire
$963K -$67.5K -4,218 -7%
RCA
473
Reitz Capital Advisors
Michigan
$954K -$39.4K -2,460 -4%
AFS
474
Annapolis Financial Services
Maryland
$954K +$384 +24 +0%
IF
475
Ironwood Financial
Arizona
$953K +$39K +2,436 +4%
17 18
19
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