SCHX icon

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
1
Charles Schwab Investment Advisory
California
$5.26B
2
Charles Schwab
2
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M
5
WANY
5
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.35B
2
FMP
2
Financial Management Professionals
Texas
$28.5M
3
5L
3
55I LLC
Massachusetts
$8.04M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$79.8M +$2.46M +162,420 +3%
ML
27
McAdam LLC
Pennsylvania
$79.6M +$5.28M +343,068 +7%
UCFA
28
United Capital Financial Advisors
Texas
$73M -$3.93M -259,068 -5%
SFA
29
Sequoia Financial Advisors
Ohio
$72.6M -$1.23M -81,264 -2%
LPL Financial
30
LPL Financial
California
$70.1M +$1.21M +79,866 +2%
NQWM
31
Northwest Quadrant Wealth Management
Oregon
$69.9M +$3.9M +258,420 +6%
JFG
32
JMG Financial Group
Illinois
$68.8M -$920K -60,660 -1%
AWM
33
Adams Wealth Management
Utah
$68.2M +$14M +923,232 +26%
PEA
34
Pacific Edge Advisors
California
$64.5M -$1.37M -90,354 -2%
AA
35
Apriem Advisors
California
$63.4M -$3.41M -224,736 -5%
RWM
36
RKL Wealth Management
Pennsylvania
$57.3M -$742K -48,924 -1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$55.2M +$3.4M +224,472 +7%
RCIM
38
Red Cedar Investment Management
Michigan
$54.8M +$1.94M +128,064 +4%
Ameriprise
39
Ameriprise
Minnesota
$52.8M +$365K +24,150 +0.7%
FVWA
40
Foster Victor Wealth Advisors
South Carolina
$51M -$1.11M -73,248 -2%
PFG
41
Piershale Financial Group
Illinois
$50.3M -$4.28M -282,612 -8%
CAM
42
Cresset Asset Management
Illinois
$48.5M -$5.2M -342,714 -10%
BSB
43
Bangor Savings Bank
Maine
$47.6M +$1.61M +106,212 +3%
PRS
44
Pinkerton Retirement Specialists
Idaho
$45.3M -$2.9M -191,514 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$44.9M -$364K -24,024 -0.8%
WANY
46
Wealthspire Advisors (New York)
New York
$44.6M +$44.6M +2,940,138 New
PFM
47
Parsec Financial Management
North Carolina
$42.2M -$1.15M -75,630 -3%
LFA
48
Lighthouse Financial Advisors
Maryland
$41.4M -$6.41M -423,006 -13%
FWM
49
Filbrandt Wealth Management
Wisconsin
$41M +$2.42M +159,642 +6%
AWMG
50
Alliance Wealth Management Group
New Jersey
$37.7M -$899K -59,274 -2%
1
2
3 4 5