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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 %
HWA
526
Heritage Wealth Advisors
Virginia
$740K – – –
SMC
527
Smith, Moore & Co
Missouri
$737K – – –
PPP
528
Private Portfolio Partners
New Jersey
$734K – – –
TYCC
529
Texas Yale Capital Corp
Florida
$733K – – –
HWA
530
HHM Wealth Advisors
Tennessee
$733K +$104 +6 +0%
LRPA
531
L. Roy Papp & Associates
Arizona
$724K +$10.4K +600 +1%
CAM
532
Carret Asset Management
New York
$722K -$18.2K -1,050 -2%
JCM
533
Jacobsen Capital Management
Utah
$720K -$589K -33,996 -45%
GRP
534
Global Retirement Partners
California
$719K +$36.2K +2,088 +5%
EK
535
Evensky & Katz
Florida
$718K -$728 -42 -0.1%
ZF
536
Zhang Financial
Michigan
$718K +$423K +24,426 +144%
GAM
537
Garrison Asset Management
Arkansas
$717K -$416 -24 -0.1%
RCC
538
Red Cedar Capital
Nebraska
$716K – – –
WFA
539
Wade Financial Advisory
California
$712K +$10.4K +600 +1%
FANJ
540
Financial Architects (New Jersey)
New Jersey
$710K +$5.3K +306 +0.8%
CG
541
Caprock Group
Idaho
$708K -$465K -26,826 -40%
WIA
542
World Investment Advisors
California
$698K +$8.63K +498 +1%
PWM
543
Praetorian Wealth Management
California
$697K +$33K +1,908 +5%
WP
544
WealthShield Partners
North Carolina
$697K +$82.6K +4,770 +13%
SHWM
545
Silicon Hills Wealth Management
Texas
$689K -$2.5K -144 -0.4%
EHPM
546
Emery Howard Portfolio Management
California
$684K +$2.08K +120 +0.3%
NA
547
NewEdge Advisors
Louisiana
$674K -$13.5K -780 -2%
CFO
548
Collective Family Office
Pennsylvania
$665K -$426K -24,594 -39%
PWA
549
Physician Wealth Advisors
Utah
$660K -$644K -36,528 -49%
CF
550
Centaurus Financial
California
$659K +$204K +11,808 +45%
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