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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
$5.84B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$188M
4
AWS
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
Piershale Financial Group
Illinois
$21.9M
3
RCIM
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
501
Meridian Wealth Management
Kentucky
$756K -$91.6K -5,724 -11%
GG
502
GenWealth Group
New Jersey
$749K -$59.2K -3,702 -7%
NP
503
NorthRock Partners
Minnesota
$749K +$137K +8,550 +22%
BL
504
BFSG LLC
California
$742K +$12.2K +762 +2%
BAM
505
Barrett Asset Management
New York
$737K +$157K +9,810 +27%
RPGK
506
Retirement Planning Group (Kansas)
Kansas
$723K -$45.5K -2,844 -6%
Brown Advisory
507
Brown Advisory
Maryland
$711K +$55.4K +3,462 +8%
VWA
508
Visionary Wealth Advisors
Illinois
$699K -$148K -9,216 -17%
OC
509
Oarsman Capital
Wisconsin
$697K -$50.4K -3,150 -7%
HPWM
510
Highland Private Wealth Management
Washington
$691K – – –
OF
511
Outfitter Financial
Maine
$689K +$301K +18,840 +78%
CAM
512
Carret Asset Management
New York
$684K -$31.2K -1,950 -4%
HWA
513
Heritage Wealth Advisors
Virginia
$684K -$159K -9,912 -19%
SMC
514
Smith, Moore & Co
Missouri
$681K +$681K +42,522 New
PPP
515
Private Portfolio Partners
New Jersey
$678K – – –
TYCC
516
Texas Yale Capital Corp
Florida
$677K – – –
HWA
517
HHM Wealth Advisors
Tennessee
$677K +$96 +6 +0%
AMIM
518
Aull & Monroe Investment Management
Alabama
$664K -$125K -7,818 -16%
EK
519
Evensky & Katz
Florida
$664K -$11.5K -720 -2%
RCC
520
Red Cedar Capital
Nebraska
$662K – – –
GAM
521
Garrison Asset Management
Arkansas
$662K +$26.2K +1,638 +4%
LRPA
522
L. Roy Papp & Associates
Arizona
$660K -$122K -7,638 -16%
WIA
523
World Investment Advisors
California
$657K +$164K +9,930 +33%
BI
524
Blooom Inc
Kansas
$655K -$54K -3,372 -8%
AAS
525
Avantax Advisory Services
Texas
$652K -$3.47M -216,168 -84%
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