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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 %
CCA
451
Column Capital Advisors
Indiana
$1.2M – – –
WTC
452
WhitTier Trust Company
Nevada
$1.19M -$100K -5,784 -8%
KAS
453
Kestra Advisory Services
Texas
$1.18M -$14K -810 -1%
PCM
454
Pennsylvania Capital Management
Pennsylvania
$1.18M +$83.7K +4,752 +8%
SWM
455
Southern Wealth Management
Texas
$1.17M -$48.7K -2,718 -4%
SQA
456
Simon Quick Advisors
New Jersey
$1.16M -$343K -19,788 -23%
VCM
457
Vision Capital Management
Oregon
$1.15M -$26.5K -1,530 -2%
SC
458
Schoolcraft Capital
Colorado
$1.14M +$3.95K +228 +0.3%
EFG
459
Everhart Financial Group
Ohio
$1.13M +$5.1K +294 +0.5%
AIM
460
Aspen Investment Management
Michigan
$1.13M -$2.81K -162 -0.2%
OCM
461
One Capital Management
California
$1.12M -$116K -6,726 -9%
CAM
462
Cozad Asset Management
Illinois
$1.12M – – –
SC
463
Slow Capital
California
$1.12M -$5.82K -336 -0.5%
Janney Montgomery Scott
464
Janney Montgomery Scott
Pennsylvania
$1.1M +$8.73K +504 +0.8%
AP
465
Adero Partners
California
$1.09M +$104 +6 +0%
PWW
466
Pettyjohn Wood & White
Virginia
$1.07M -$13.5K -780 -1%
MCM
467
Maryland Capital Management
Maryland
$1.06M +$104K +6,024 +11%
RDFA
468
Ritter Daniher Financial Advisory
Ohio
$1.06M -$53.5K -3,090 -5%
WSTAM
469
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M -$2.91K -168 -0.3%
KIA
470
KCM Investment Advisors
California
$1.05M -$179K -10,326 -15%
PP
471
Palladium Partners
Virginia
$1.05M -$102K -5,880 -9%
IF
472
Ironwood Financial
Arizona
$1.04M +$11.6K +672 +1%
SFG
473
SevenBridge Financial Group
Pennsylvania
$1.04M +$15.9K +918 +2%
CC
474
Claybrook Capital
Massachusetts
$1.04M +$1.04M +59,988 New
WIC
475
Whitegate Investment Counselors
New Hampshire
$1.04M -$6.66K -384 -0.6%
17 18
19
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