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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.

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
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
26
Koss-Olinger Consulting
Florida
$83.6M 5,224,092 +5,224,092 New
WP
27
WealthSource Partners
California
$82.5M 5,156,148 -350,034 -6%
AssetMark Inc
28
AssetMark Inc
California
$79.5M 4,967,610 -1,664,886 -25%
LPL Financial
29
LPL Financial
California
$78.4M 4,899,936 +278,328 +6%
NQWM
30
Northwest Quadrant Wealth Management
Oregon
$77.1M 4,816,986 +189,432 +4%
UCFA
31
United Capital Financial Advisors
Texas
$76M 4,749,258 -68,196 -1%
JFG
32
JMG Financial Group
Illinois
$72.5M 4,530,678 -6,150 -0.1%
SFA
33
Sequoia Financial Advisors
Ohio
$71.2M 4,448,910 -342,204 -7%
PEA
34
Pacific Edge Advisors
California
$69.6M 4,347,918 +92,826 +2%
AA
35
Apriem Advisors
California
$63.4M 3,960,672 -222,060 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$62.4M 3,900,966 +261,000 +7%
RWM
37
RKL Wealth Management
Pennsylvania
$59.4M 3,711,378 -69,186 -2%
Ameriprise
38
Ameriprise
Minnesota
$58.1M 3,628,164 +131,040 +4%
FVWA
39
Foster Victor Wealth Advisors
South Carolina
$55.3M 3,304,524 -58,434 -2%
BSB
40
Bangor Savings Bank
Maine
$55.2M 3,451,350 +308,970 +10%
CAM
41
Cresset Asset Management
Illinois
$50.7M 3,165,360 -31,206 -1%
HighTower Advisors
42
HighTower Advisors
Illinois
$49M 3,058,656 +97,230 +3%
Truist Financial
43
Truist Financial
North Carolina
$46.9M 2,929,632 +503,934 +21%
LFA
44
Lighthouse Financial Advisors
Maryland
$44.9M 2,808,090 +76,374 +3%
FWM
45
Filbrandt Wealth Management
Wisconsin
$44.6M 2,783,634 +76,296 +3%
WANY
46
Wealthspire Advisors (New York)
New York
$42.3M 2,643,018 -297,120 -10%
PFM
47
Parsec Financial Management
North Carolina
$41.8M 2,614,116 -170,742 -6%
Bank of America
48
Bank of America
North Carolina
$41.7M 2,603,112 +766,086 +42%
AWMG
49
Alliance Wealth Management Group
New Jersey
$40.4M 2,524,662 +36,030 +1%
TCM
50
Towercrest Capital Management
Pennsylvania
$40.4M 2,524,662 +36,030 +1%
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