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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 %
SHA
501
Seneca House Advisors
Virginia
$688K -$229K -15,120 -25%
HA
502
Harborview Advisors
Maine
$688K -$101K -6,636 -13%
William Blair & Company
503
William Blair & Company
Illinois
$685K -$68.1K -4,494 -9%
WP
504
WealthShield Partners
North Carolina
$685K +$683K +45,072 +31,300%
LNC
505
Lincoln National Corp
Pennsylvania
$682K +$269K +17,748 +65%
CAM
506
Carret Asset Management
New York
$677K -$10.5K -696 -2%
CPIG
507
Chicago Partners Investment Group
Illinois
$669K +$122K +7,860 +22%
BI
508
Blooom Inc
Kansas
$668K +$668K +44,304 New
ACM
509
Argent Capital Management
Missouri
$667K +$667K +43,980 New
HPWM
510
Highland Private Wealth Management
Washington
$654K – – –
GI
511
GS Investments
Minnesota
$654K +$654K +43,176 New
BCM
512
BTR Capital Management
California
$648K – – –
TYCC
513
Texas Yale Capital Corp
Florida
$642K – – –
PPP
514
Private Portfolio Partners
New Jersey
$642K +$5.28K +348 +0.8%
HWA
515
HHM Wealth Advisors
Tennessee
$641K -$27.1K -1,788 -4%
EK
516
Evensky & Katz
Florida
$639K -$91 -6 -0%
IWM
517
IHT Wealth Management
Illinois
$633K +$264K +17,394 +71%
OFS
518
Oldfather Financial Services
Nebraska
$630K +$97K +6,138 +18%
RCC
519
Red Cedar Capital
Nebraska
$627K – – –
Brown Advisory
520
Brown Advisory
Maryland
$621K -$137K -9,024 -18%
SHWM
521
Silicon Hills Wealth Management
Texas
$620K -$13K -858 -2%
WFA
522
Wade Financial Advisory
California
$614K – – –
GRP
523
Global Retirement Partners
California
$608K -$52.3K -3,450 -8%
FANJ
524
Financial Architects (New Jersey)
New Jersey
$608K -$728 -48 -0.1%
EHPM
525
Emery Howard Portfolio Management
California
$605K +$2.37K +156 +0.4%
19 20
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