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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
+$182M
2
Charles Schwab
Charles Schwab
California
+$106M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$51.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$44.6M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$222M
2
FMP
Financial Management Professionals
Texas
-$34.2M
3
5L
55I LLC
Massachusetts
-$31M
4
BCI
Brinker Capital Investments
Pennsylvania
-$27.2M
5
UBS Group
UBS Group
Switzerland
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
551
Jane Street
New York
$500K -$9.36M -617,388 -95%
FG
552
Foster Group
Iowa
$499K +$499K +33,006 New
SPC
553
Stewart & Patten Company
California
$493K +$41.6K +2,742 +9%
CA
554
Cetera Advisors
Colorado
$490K -$301K -19,830 -38%
HIC
555
Hartline Investment Corp
Illinois
$485K -$1.46K -96 -0.3%
MIC
556
Means Investment Company
Maine
$479K – – –
WIA
557
World Investment Advisors
California
$479K +$61.3K +3,822 +15%
RWA
558
River Wealth Advisors
Pennsylvania
$474K +$3.09K +204 +0.7%
TWM
559
Tradition Wealth Management
Minnesota
$471K +$471K +31,062 New
CA
560
Clearstead Advisors
Ohio
$470K +$27.3K +1,800 +6%
BC
561
Barnett & Company
Tennessee
$468K -$54.3K -3,588 -10%
BFC
562
Bedel Financial Consulting
Indiana
$466K -$52.3K -3,450 -10%
SF
563
Summit Financial
New Jersey
$466K -$1.42M -93,672 -75%
LSC
564
Lesa Sroufe & Co
Washington
$464K +$139K +9,150 +43%
CG
565
Caprock Group
Idaho
$462K – – –
MIP
566
Marietta Investment Partners
Wisconsin
$458K +$34K +2,244 +8%
PAM
567
Premier Asset Management
Illinois
$455K +$17.3K +1,140 +4%
PAS
568
Park Avenue Securities
New York
$454K -$36.1K -2,382 -7%
TNA
569
True North Advisors
Texas
$452K -$7.91K -522 -2%
TA
570
TrueWealth Advisors
Alabama
$445K +$445K +28,920 New
FFA
571
First Foundation Advisors
California
$443K +$49.5K +3,264 +13%
SC
572
Savant Capital
Illinois
$443K +$65.4K +4,314 +17%
FFWM
573
Future Financial Wealth Management
Ohio
$443K +$443K +29,250 New
VCM
574
Versant Capital Management
Arizona
$440K -$1.18K -78 -0.3%
VST
575
Van Strum & Towne
California
$437K +$437K +28,830 New
21 22
23
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