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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 %
RCA
501
Reitz Capital Advisors
Michigan
$899K -$134K -7,722 -13%
TWM
502
Tanglewood Wealth Management
Texas
$894K -$316K -18,270 -26%
HA
503
Harborview Advisors
Maine
$885K +$46.7K +2,694 +6%
BW
504
Bison Wealth
Georgia
$877K +$208 +12 +0%
GSAM
505
Grant Street Asset Management
Pennsylvania
$857K -$23.6M -939,726 -96%
HP
506
HT Partners
Connecticut
$855K – – –
NP
507
NorthRock Partners
Minnesota
$847K +$35.5K +2,046 +4%
TNA
508
True North Advisors
Texas
$841K +$841K +48,540 New
CGFA
509
Colton Groome Financial Advisors
North Carolina
$823K -$6.42M -370,164 -89%
BAM
510
Barrett Asset Management
New York
$823K +$25K +1,440 +3%
CA
511
Cetera Advisors
Colorado
$821K +$117K +6,750 +17%
PIP
512
Peachtree Investment Partners
Florida
$814K +$469K +27,090 +136%
MWM
513
Meridian Wealth Management
Kentucky
$810K -$8.63K -498 -1%
OF
514
Outfitter Financial
Maine
$807K +$60.3K +3,480 +8%
KP
515
Keel Point
Alabama
$805K -$2.72M -156,900 -77%
FG
516
Foster Group
Iowa
$784K +$124K +7,170 +19%
LWM
517
Loveless Wealth Management
Montana
$782K +$92.1K +5,310 +13%
TW
518
Transform Wealth
Colorado
$776K -$71.4K -4,122 -8%
AIC
519
Ameritas Investment Company
Nebraska
$773K -$1.89M -70,494 -71%
Brown Advisory
520
Brown Advisory
Maryland
$770K – – –
GWA
521
GGM Wealth Advisors
Maryland
$769K +$174K +10,008 +29%
AMIM
522
Aull & Monroe Investment Management
Alabama
$765K +$47K +2,712 +7%
FCH
523
Freestone Capital Holdings
Washington
$761K +$761K +43,896 New
BI
524
Blooom Inc
Kansas
$755K +$51.4K +2,988 +7%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$751K -$96.7K -5,580 -11%
19 20
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