SCHX icon

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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
+$290M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$60.3M
4
AWS
AJ Wealth Strategies
New York
+$38.2M
5
Charles Schwab
Charles Schwab
California
+$32.1M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$54.4M
2
PFG
Piershale Financial Group
Illinois
-$31.2M
3
RCIM
Red Cedar Investment Management
Michigan
-$30.2M
4
SAF
Smith Anglin Financial
Texas
-$28.3M
5
AssetMark Inc
AssetMark Inc
California
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
476
Running Point Capital Advisors
California
$950K +$769 +48 +0.1%
SFSIG
477
San Francisco Sentry Investment Group
California
$949K -$12.4K -774 -1%
SFG
478
SevenBridge Financial Group
Pennsylvania
$945K +$66.9K +4,182 +8%
SSB
479
Sandy Spring Bank
Maryland
$942K -$48K -3,000 -5%
FPCG
480
Fort Pitt Capital Group
Pennsylvania
$932K -$454K -28,344 -33%
YIA
481
YHB Investment Advisors
Connecticut
$926K +$22.6K +1,338 +3%
APW
482
Aurora Private Wealth
New Jersey
$918K -$74.5K -4,656 -8%
VPIM
483
Vanguard Personalized Indexing Management
California
$914K – – –
LNC
484
Lincoln National Corp
Pennsylvania
$902K +$182K +11,400 +25%
SFG
485
StrategIQ Financial Group
Indiana
$896K -$2.5K -156 -0.3%
SAM
486
Summit Asset Management
Tennessee
$893K – – –
PAM
487
Peak Asset Management
Colorado
$883K -$140K -8,724 -14%
MCM
488
Maryland Capital Management
Maryland
$883K +$314K +19,650 +55%
BPB
489
Badgley, Phelps & Bell
Washington
$877K – – –
CAL
490
Capital Advisors Ltd
Ohio
$849K +$76.1K +4,752 +10%
MCWS
491
McKinley Carter Wealth Services
West Virginia
$846K -$30.7K -1,920 -4%
GA
492
Geller Advisors
New York
$846K +$5.96K +372 +0.7%
IWM
493
IHT Wealth Management
Illinois
$840K +$172K +10,746 +26%
CAG
494
Csenge Advisory Group
Florida
$818K +$818K +49,116 New
BW
495
Bison Wealth
Georgia
$810K +$46K +2,874 +6%
HP
496
HT Partners
Connecticut
$790K -$25.2K -1,572 -3%
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$783K -$492K -30,720 -39%
TW
498
Transform Wealth
Colorado
$783K -$21.3K -1,332 -3%
HA
499
Harborview Advisors
Maine
$774K +$47.7K +2,982 +7%
VST
500
Van Strum & Towne
California
$766K +$305K +19,050 +66%
18 19
20
21 22