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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 %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$528K – – –
WC
577
Wealth CMT
New Jersey
$523K -$59.5K -3,432 -10%
AWM
578
Apollon Wealth Management
South Carolina
$522K -$10.3K -594 -2%
DFA
579
DHJJ Financial Advisors
Illinois
$521K -$22.8K -1,314 -4%
HR
580
Howe & Rusling
New York
$521K +$265K +15,294 +103%
MIC
581
Means Investment Company
Maine
$520K – – –
BCM
582
BTR Capital Management
California
$519K -$1.98K -114 -0.4%
TWP
583
Treybourne Wealth Planners
Indiana
$512K +$512K +29,532 New
CW
584
CreativeOne Wealth
Kansas
$507K +$7.79K +450 +2%
TA
585
TrueWealth Advisors
Alabama
$501K – – –
S
586
SignatureFD
Georgia
$501K +$120K +6,924 +32%
OC
587
Oarsman Capital
Wisconsin
$497K -$257K -14,850 -34%
BWP
588
BSW Wealth Partners
Colorado
$495K +$88.1K +5,082 +22%
CA
589
Crewe Advisors
Utah
$493K +$493K +28,452 New
OCM
590
Orser Capital Management
Texas
$492K – – –
FWI
591
Facet Wealth Inc
Maryland
$489K +$24.5K +1,410 +5%
SBIA
592
Sheaff Brock Investment Advisors
Indiana
$489K +$489K +28,200 New
BFC
593
Bedel Financial Consulting
Indiana
$481K -$51.3K -2,958 -10%
TRCT
594
Tower Research Capital (TRC)
New York
$481K +$360K +20,790 +298%
PAM
595
Pegasus Asset Management
New York
$480K -$9.15K -528 -2%
WPW
596
Warther Private Wealth
Ohio
$480K +$480K +27,558 New
Jones Financial Companies
597
Jones Financial Companies
Missouri
$477K – – –
VCWA
598
Vanguard Capital Wealth Advisors
Colorado
$474K -$28.5K -1,644 -6%
PAS
599
Park Avenue Securities
New York
$472K -$41.6K -2,400 -8%
GWM
600
Gray Wealth Management
Maine
$470K – – –
22 23
24
25 26