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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 %
GAM
526
Garrison Asset Management
Arkansas
$603K -$933K -61,512 -61%
OMC
527
Old Mission Capital
Illinois
$582K +$582K +38,400 New
PWM
528
Praetorian Wealth Management
California
$581K -$5.36K -354 -0.9%
NP
529
NorthRock Partners
Minnesota
$580K +$1.64K +108 +0.3%
FWCM
530
Ferguson Wellman Capital Management
Oregon
$576K – – –
NCM
531
Novare Capital Management
North Carolina
$575K -$14.1K -930 -2%
GGI
532
Godsey & Gibb Inc
Virginia
$562K -$116K -7,644 -17%
LBD
533
Landsberg Bennett & Dubbaneh
Florida
$550K -$5.64K -372 -1%
BAM
534
Barrett Asset Management
New York
$549K +$50.4K +3,330 +10%
MCC
535
Money Concepts Capital
Florida
$541K +$541K +35,700 New
MCM
536
Maryland Capital Management
Maryland
$539K -$11.3K -744 -2%
NS
537
Newman & Schimel
Illinois
$538K +$538K +35,478 New
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
$538K +$538K +35,484 New
VCWA
539
Vanguard Capital Wealth Advisors
Colorado
$537K +$537K +35,592 New
ANTB
540
AMG National Trust Bank
Colorado
$536K -$9.09K -600 -2%
WC
541
Wealth CMT
New Jersey
$532K -$2.36K -156 -0.4%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
AFA
543
American Financial Advisors
Georgia
$518K +$3.64K +240 +0.7%
CIM
544
Contravisory Investment Management
Massachusetts
$514K -$39.1K -2,580 -7%
TWA
545
TCI Wealth Advisors
Arizona
$514K +$91 +6 +0%
MCCP
546
Mission Creek Capital Partners
California
$512K +$111K +7,290 +28%
LWM
547
Loveless Wealth Management
Montana
$507K +$166K +10,950 +49%
SPP
548
Single Point Partners
Massachusetts
$506K +$12.4K +816 +3%
GIA
549
GHP Investment Advisors
Colorado
$502K -$28.4K -1,872 -5%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$501K -$36.9K -2,436 -7%
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