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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
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
551
Mission Creek Capital Partners
California
$540K – – –
WC
552
Wealth CMT
New Jersey
$538K -$24.1K -1,506 -4%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
SPC
554
Stewart & Patten Company
California
$528K +$7.59K +474 +1%
RCAG
555
Rehmann Capital Advisory Group
Michigan
$525K -$3.84K -240 -0.7%
HIC
556
Hartline Investment Corp
Illinois
$501K -$11K -690 -2%
MIP
557
Marietta Investment Partners
Wisconsin
$500K +$15.9K +996 +3%
DFA
558
DHJJ Financial Advisors
Illinois
$499K +$49.1K +3,084 +11%
MBTD
559
Mechanics Bank - Trust Department
California
$496K +$496K +31,014 New
SIAG
560
Signet Investment Advisory Group
Rhode Island
$495K +$495K +30,942 New
BFC
561
Bedel Financial Consulting
Indiana
$492K – – –
AWM
562
Apollon Wealth Management
South Carolina
$492K +$142K +8,844 +40%
SF
563
Summit Financial
New Jersey
$492K -$96 -6 -0%
CA
564
Clearstead Advisors
Ohio
$489K -$6.82K -426 -1%
TA
565
TrueWealth Advisors
Alabama
$482K – – –
D
566
Diversified
Delaware
$481K -$823K -50,070 -63%
BCM
567
BTR Capital Management
California
$481K -$203K -12,702 -30%
MIC
568
Means Investment Company
Maine
$480K – – –
VCWA
569
Vanguard Capital Wealth Advisors
Colorado
$477K -$108K -6,564 -18%
PAS
570
Park Avenue Securities
New York
$474K -$5.47K -342 -1%
SHA
571
Seneca House Advisors
Virginia
$469K -$258K -16,110 -35%
CW
572
CreativeOne Wealth
Kansas
$462K +$462K +28,836 New
SIA
573
SkyView Investment Advisors
New Jersey
$461K +$53.9K +3,366 +13%
OCM
574
Orser Capital Management
Texas
$454K – – –
OFG
575
Oxford Financial Group
Indiana
$454K +$4.42K +276 +1%
21 22
23
24 25