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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 %
FANJ
526
Financial Architects (New Jersey)
New Jersey
$651K +$9.51K +594 +1%
CA
527
Cetera Advisors
Colorado
$650K +$133K +8,304 +26%
WFA
528
Wade Financial Advisory
California
$648K – – –
SHWM
529
Silicon Hills Wealth Management
Texas
$638K -$16.2K -1,014 -2%
LWM
530
Loveless Wealth Management
Montana
$637K +$102K +6,372 +19%
NA
531
NewEdge Advisors
Louisiana
$634K +$634K +39,642 New
GRP
532
Global Retirement Partners
California
$631K -$11.3K -708 -2%
EHPM
533
Emery Howard Portfolio Management
California
$630K -$8.35K -522 -1%
SW
534
SVB Wealth
Massachusetts
$618K +$618K +38,694 New
PWM
535
Praetorian Wealth Management
California
$614K – – –
FG
536
Foster Group
Iowa
$610K +$81.4K +5,082 +15%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$608K – – –
NCM
538
Novare Capital Management
North Carolina
$597K -$10.4K -648 -2%
GGI
539
Godsey & Gibb Inc
Virginia
$593K -$769 -48 -0.1%
RWA
540
River Wealth Advisors
Pennsylvania
$592K +$91.7K +5,736 +18%
LBD
541
Landsberg Bennett & Dubbaneh
Florida
$590K +$1.75K +108 +0.3%
SPP
542
Single Point Partners
Massachusetts
$589K +$48.5K +2,994 +9%
GWA
543
GGM Wealth Advisors
Maryland
$576K +$302K +17,904 +110%
CCG
544
Cypress Capital Group
Florida
$572K -$212K -13,260 -27%
MCC
545
Money Concepts Capital
Florida
$571K – – –
WP
546
WealthShield Partners
North Carolina
$568K -$156K -9,744 -22%
AFA
547
American Financial Advisors
Georgia
$552K +$5.09K +318 +0.9%
GIA
548
GHP Investment Advisors
Colorado
$552K +$21.7K +1,356 +4%
TWA
549
TCI Wealth Advisors
Arizona
$548K +$5.56K +348 +1%
ANTB
550
AMG National Trust Bank
Colorado
$542K -$24K -1,500 -4%
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