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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 %
HI
601
Hudock Inc
Pennsylvania
$382K +$13.7K +906 +4%
WCM
602
Weik Capital Management
Pennsylvania
$379K -$9.09K -600 -2%
AIA
603
Armor Investment Advisors
North Carolina
$379K +$45.9K +3,030 +14%
RCA
604
Rowland Carmichael Advisors
Arizona
$376K +$202K +13,320 +116%
AIC
605
Ameritas Investment Company
Nebraska
$374K +$374K +24,672 New
RPA
606
Rock Point Advisors
Vermont
$373K – – –
GB
607
Goepper Burkhardt
South Carolina
$372K +$372K +24,540 New
GVAG
608
Great Valley Advisor Group
Delaware
$370K +$76.5K +5,040 +26%
BWP
609
BSW Wealth Partners
Colorado
$368K -$44.3K -2,922 -11%
OF
610
Outfitter Financial
Maine
$367K +$367K +24,240 New
MG
611
Mather Group
Illinois
$363K +$363K +23,940 New
FCA
612
FinTrust Capital Advisors
South Carolina
$359K -$48.1K -3,168 -12%
PCM
613
Palouse Capital Management
Washington
$358K +$2.28K +150 +0.6%
S
614
SignatureFD
Georgia
$357K +$91 +6 +0%
M&T Bank
615
M&T Bank
New York
$356K – – –
HR
616
Howe & Rusling
New York
$349K +$186K +12,264 +114%
MIM
617
Moseley Investment Management
Florida
$344K -$35.2K -2,322 -9%
PFA
618
Pinnacle Family Advisors
Missouri
$340K -$3.73K -246 -1%
SAG
619
Spotlight Asset Group
Illinois
$340K – – –
MCP
620
Mirador Capital Partners
California
$337K -$9.1K -600 -3%
FSA
621
Fort Sheridan Advisors
Illinois
$337K – – –
FPW
622
Flagship Private Wealth
Massachusetts
$334K +$334K +22,014 New
AWM
623
Apollon Wealth Management
South Carolina
$332K -$24.1K -1,590 -7%
FA
624
Fagan Associates
New York
$332K +$273 +18 +0.1%
NNP
625
Nachman Norwood & Parrott
South Carolina
$332K +$364 +24 +0.1%
23 24
25
26 27