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

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.35B
2
FMP
Financial Management Professionals
Texas
$28.5M
3
5L
55I LLC
Massachusetts
$8.04M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
476
SevenBridge Financial Group
Pennsylvania
$832K +$2.82K +186 +0.3%
BPB
477
Badgley, Phelps & Bell
Washington
$831K +$325K +21,462 +64%
MCWS
478
McKinley Carter Wealth Services
West Virginia
$830K +$95K +6,270 +13%
YIA
479
YHB Investment Advisors
Connecticut
$810K +$3.91K +258 +0.5%
MWM
480
Meridian Wealth Management
Kentucky
$802K -$49.3K -3,252 -6%
VWA
481
Visionary Wealth Advisors
Illinois
$801K -$235K -15,528 -23%
HWA
482
Heritage Wealth Advisors
Virginia
$798K – – –
GA
483
Geller Advisors
New York
$798K +$91 +6 +0%
JG
484
Jefferies Group
New York
$794K +$566K +37,320 +248%
Goldman Sachs
485
Goldman Sachs
New York
$792K -$1.04M -68,886 -57%
HP
486
HT Partners
Connecticut
$772K -$38.5K -2,538 -5%
IRC
487
Investors Research Corp
Georgia
$768K +$362K +23,898 +89%
GG
488
GenWealth Group
New Jersey
$766K -$256K -16,884 -25%
TW
489
Transform Wealth
Colorado
$762K -$134K -8,832 -15%
AWM
490
Altium Wealth Management
New York
$748K +$41.8K +2,760 +6%
AMIM
491
Aull & Monroe Investment Management
Alabama
$747K -$15.2K -1,002 -2%
CCG
492
Cypress Capital Group
Florida
$743K – – –
LRPA
493
L. Roy Papp & Associates
Arizona
$740K +$79.8K +5,268 +12%
CAL
494
Capital Advisors Ltd
Ohio
$732K – – –
RPGK
495
Retirement Planning Group (Kansas)
Kansas
$728K +$65.7K +4,338 +10%
BW
496
Bison Wealth
Georgia
$723K +$33K +2,178 +5%
OC
497
Oarsman Capital
Wisconsin
$708K -$36.4K -2,400 -5%
PWMG
498
Prestige Wealth Management Group
New Jersey
$707K -$2.01M -132,636 -74%
EAM
499
Evanson Asset Management
California
$695K +$91 +6 +0%
BL
500
BFSG LLC
California
$691K -$24.2K -1,596 -3%
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