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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
1
Charles Schwab Investment Advisory
California
$6.6B
2
Charles Schwab
2
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$371M
5
KOC
5
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
2
Bank Hapoalim BM
Israel
$10.4M
3
FMP
3
Financial Management Professionals
Texas
$11.5M
4
RCIM
4
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIFOAC
26
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.8M – – –
WP
27
WealthSource Partners
California
$92.2M +$2.89M +167,028 +3%
AssetMark Inc
28
AssetMark Inc
California
$91.7M +$5.63M +324,996 +7%
UCFA
29
United Capital Financial Advisors
Texas
$87.7M +$5.37M +309,672 +7%
NQWM
30
Northwest Quadrant Wealth Management
Oregon
$85.7M +$2.2M +126,666 +3%
LPL Financial
31
LPL Financial
California
$85.5M +$550K +31,764 +0.6%
JFG
32
JMG Financial Group
Illinois
$79.6M +$1.09M +62,892 +1%
AA
33
Apriem Advisors
California
$74M +$5.41M +312,402 +8%
JIP
34
Jaffetilchin Investment Partners
Florida
$73.6M +$36.8M +2,264,070 +100%
SFA
35
Sequoia Financial Advisors
Ohio
$72.6M -$4.49M -259,020 -6%
PEA
36
Pacific Edge Advisors
California
$69.6M -$5.72M -330,354 -8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$68.1M +$492K +28,398 +0.7%
RWM
38
RKL Wealth Management
Pennsylvania
$64.3M -$25.6K -1,476 -0%
BSB
39
Bangor Savings Bank
Maine
$63.1M +$3.31M +190,914 +6%
Ameriprise
40
Ameriprise
Minnesota
$61.4M -$1.67M -95,898 -3%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$56.1M -$1.17M -67,296 -2%
CAM
42
Cresset Asset Management
Illinois
$54M -$896K -51,684 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$53.6M +$590K +34,050 +1%
MW
44
Marcum Wealth
Ohio
$53.1M +$9.45M +545,340 +22%
Bank of America
45
Bank of America
North Carolina
$52.4M +$7.26M +419,028 +16%
CCM
46
Ciovacco Capital Management
Georgia
$50.9M +$11.9M +688,884 +31%
Truist Financial
47
Truist Financial
North Carolina
$50.2M -$544K -31,404 -1%
FWM
48
Filbrandt Wealth Management
Wisconsin
$48.7M +$479K +27,630 +1%
AWMG
49
Alliance Wealth Management Group
New Jersey
$44.1M +$313K +18,042 +0.7%
TCM
50
Towercrest Capital Management
Pennsylvania
$44.1M +$313K +18,042 +0.7%
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