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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 %
CWA
551
Choice Wealth Advisors
Maine
$658K +$658K +37,980 New
SPP
552
Single Point Partners
Massachusetts
$652K +$21.8K +1,260 +3%
NCM
553
Novare Capital Management
North Carolina
$646K – – –
LBD
554
Landsberg Bennett & Dubbaneh
Florida
$633K +$1.98K +114 +0.3%
FA
555
Fagan Associates
New York
$629K +$264K +15,252 +73%
GIA
556
GHP Investment Advisors
Colorado
$626K +$28.3K +1,632 +5%
VWA
557
Visionary Wealth Advisors
Illinois
$613K -$143K -8,262 -19%
CCG
558
Cypress Capital Group
Florida
$612K -$7.28K -420 -1%
GG
559
GenWealth Group
New Jersey
$605K -$207K -11,940 -25%
AFA
560
American Financial Advisors
Georgia
$601K +$3.12K +180 +0.5%
RWA
561
River Wealth Advisors
Pennsylvania
$598K -$43.9K -2,532 -7%
TWA
562
TCI Wealth Advisors
Arizona
$594K – – –
CA
563
Continuum Advisory
Idaho
$594K +$594K +34,260 New
OFG
564
Oxford Financial Group
Indiana
$592K +$101K +5,838 +21%
MCCP
565
Mission Creek Capital Partners
California
$585K – – –
MIP
566
Marietta Investment Partners
Wisconsin
$584K +$43.2K +2,496 +8%
DI
567
DFPG Investments
Utah
$571K +$571K +32,460 New
RCAG
568
Rehmann Capital Advisory Group
Michigan
$554K -$58.5K -3,132 -10%
SPC
569
Stewart & Patten Company
California
$545K -$26.5K -1,530 -5%
HIC
570
Hartline Investment Corp
Illinois
$543K – – –
CWP
571
Capital Wealth Planning
Florida
$542K +$334K +28,482 +161%
MBTD
572
Mechanics Bank - Trust Department
California
$537K – – –
TFS
573
Thoroughbred Financial Services
Tennessee
$532K +$186K +10,758 +54%
SW
574
SVB Wealth
Massachusetts
$530K -$141K -8,136 -21%
CA
575
Clearstead Advisors
Ohio
$529K -$312 -18 -0.1%
21 22
23
24 25