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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
Charles Schwab Investment Advisory
California
+$273M
2
Charles Schwab
Charles Schwab
California
+$78.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.9M
5
KOC
Koss-Olinger Consulting
Florida
+$38.7M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
-$23.6M
2
BHB
Bank Hapoalim BM
Israel
-$20.3M
3
FMP
Financial Management Professionals
Texas
-$19.3M
4
RCIM
Red Cedar Investment Management
Michigan
-$13.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
476
Running Point Capital Advisors
California
$1.03M +$832 +48 +0.1%
CCWA
477
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$1.02M +59,004 New
SSB
478
Sandy Spring Bank
Maryland
$1.02M – – –
LNC
479
Lincoln National Corp
Pennsylvania
$1.02M +$38.9K +2,244 +4%
PAM
480
Premier Asset Management
Illinois
$1M +$585K +33,750 +140%
1WM
481
1900 Wealth Management
Texas
$1M +$221K +12,744 +28%
SAM
482
Summit Asset Management
Tennessee
$999K +$32.2K +1,860 +3%
TC
483
Tenret Company
Florida
$995K +$995K +57,438 New
VST
484
Van Strum & Towne
California
$991K +$161K +9,300 +19%
SFSIG
485
San Francisco Sentry Investment Group
California
$990K -$37.4K -2,160 -4%
VPIM
486
Vanguard Personalized Indexing Management
California
$990K – – –
IWM
487
IHT Wealth Management
Illinois
$989K +$79.9K +4,614 +9%
YIA
488
YHB Investment Advisors
Connecticut
$983K +$33.5K +1,932 +4%
BPB
489
Badgley, Phelps & Bell
Washington
$981K +$31.2K +1,800 +3%
CAL
490
Capital Advisors Ltd
Ohio
$971K +$52K +3,000 +6%
APW
491
Aurora Private Wealth
New Jersey
$969K -$25.4K -1,464 -3%
OMC
492
Old Mission Capital
Illinois
$967K +$526K +30,378 +119%
SFG
493
StrategIQ Financial Group
Indiana
$965K -$4.99K -288 -0.5%
ANTB
494
AMG National Trust Bank
Colorado
$964K +$377K +21,780 +64%
PAM
495
Peak Asset Management
Colorado
$956K – – –
D
496
Diversified
Delaware
$920K +$413K +23,838 +81%
CAG
497
Csenge Advisory Group
Florida
$919K +$62.9K +3,606 +7%
GA
498
Geller Advisors
New York
$918K +$2.81K +162 +0.3%
AFS
499
Annapolis Financial Services
Maryland
$910K -$123K -7,116 -12%
MCWS
500
McKinley Carter Wealth Services
West Virginia
$906K -$10.2K -588 -1%
18 19
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