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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 %
RA
576
Reby Advisors
Connecticut
$434K +$434K +28,608 New
OCM
577
Orser Capital Management
Texas
$430K +$1.73K +114 +0.4%
DFA
578
DHJJ Financial Advisors
Illinois
$429K +$429K +28,272 New
CCM
579
Colorado Capital Management
Colorado
$426K -$36.4K -2,406 -8%
GWM
580
Gray Wealth Management
Maine
$425K – – –
OFG
581
Oxford Financial Group
Indiana
$425K +$4.63K +306 +1%
PPA
582
Parametric Portfolio Associates
Washington
$425K +$425K +28,038 New
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$424K +$50.4K +3,330 +13%
PAM
584
Pegasus Asset Management
New York
$418K – – –
WFA
585
WestHill Financial Advisors
California
$418K +$418K +27,600 New
Jones Financial Companies
586
Jones Financial Companies
Missouri
$417K -$68K -4,488 -14%
PAM
587
Private Asset Management
California
$410K -$3K -198 -0.7%
GCP
588
Gill Capital Partners
Colorado
$408K +$545 +36 +0.1%
NL
589
NWAM LLC
Washington
$407K +$407K +26,826 New
WU
590
Wealthsimple US
New York
$405K +$16.1K +1,062 +4%
SAA
591
Southeast Asset Advisors
Georgia
$400K -$2.37K -156 -0.6%
Franklin Resources
592
Franklin Resources
California
$400K – – –
SCA
593
Stillwater Capital Advisors
Pennsylvania
$398K – – –
HCIA
594
Hochman Cole Investment Advisors
Illinois
$396K +$1.37K +90 +0.3%
QC
595
QCM Cayman
Texas
$396K +$396K +26,130 New
FMN
596
Financial Management Network
California
$394K +$394K +25,242 New
QCG
597
Quadrant Capital Group
Ohio
$393K +$76.7K +5,064 +24%
CWP
598
Capital Wealth Planning
Florida
$391K +$391K +25,140 New
PIM
599
Penobscot Investment Management
Massachusetts
$389K – – –
SIA
600
SkyView Investment Advisors
New Jersey
$386K +$386K +25,446 New
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24
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