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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 %
HI
576
Hudock Inc
Pennsylvania
$454K +$50.6K +3,168 +13%
PAM
577
Pegasus Asset Management
New York
$452K +$10.4K +648 +2%
VCM
578
Versant Capital Management
Arizona
$448K -$16.6K -1,038 -4%
FFWM
579
Future Financial Wealth Management
Ohio
$447K -$21.1K -1,320 -5%
WFA
580
WestHill Financial Advisors
California
$442K – – –
Jones Financial Companies
581
Jones Financial Companies
Missouri
$440K – – –
LSC
582
Lesa Sroufe & Co
Washington
$439K -$51.4K -3,210 -10%
GWM
583
Gray Wealth Management
Maine
$434K -$14.4K -900 -3%
PAM
584
Private Asset Management
California
$433K – – –
FWI
585
Facet Wealth Inc
Maryland
$429K +$429K +26,790 New
GCP
586
Gill Capital Partners
Colorado
$428K -$3.17K -198 -0.7%
FMN
587
Financial Management Network
California
$427K +$810 +48 +0.2%
SAA
588
Southeast Asset Advisors
Georgia
$423K +$288 +18 +0.1%
SCA
589
Stillwater Capital Advisors
Pennsylvania
$420K – – –
CF
590
Centaurus Financial
California
$420K +$309K +19,302 +278%
QCG
591
Quadrant Capital Group
Ohio
$419K +$3.65K +228 +0.9%
Franklin Resources
592
Franklin Resources
California
$412K -$10.6K -660 -3%
OMC
593
Old Mission Capital
Illinois
$407K -$208K -12,978 -34%
AIA
594
Armor Investment Advisors
North Carolina
$403K +$2.98K +186 +0.7%
HCIA
595
Hochman Cole Investment Advisors
Illinois
$402K -$15.9K -996 -4%
WCM
596
Weik Capital Management
Pennsylvania
$396K -$4.81K -300 -1%
M&T Bank
597
M&T Bank
New York
$396K +$20.2K +1,266 +5%
H
598
HoyleCohen
California
$396K +$83.4K +5,214 +27%
GB
599
Goepper Burkhardt
South Carolina
$393K +$96 +6 +0%
WU
600
Wealthsimple US
New York
$387K -$40.1K -2,508 -9%
22 23
24
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