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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 %
PAM
601
Premier Asset Management
Illinois
$386K -$94.6K -5,910 -20%
HI
602
Harbour Investments
Wisconsin
$386K +$386K +24,126 New
IF
603
Intrua Financial
Texas
$382K +$382K +22,590 New
SC
604
Savant Capital
Illinois
$377K -$90.7K -5,670 -19%
BWP
605
BSW Wealth Partners
Colorado
$376K -$12.9K -804 -3%
FCA
606
FinTrust Capital Advisors
South Carolina
$376K -$2.4K -150 -0.6%
EWA
607
Exencial Wealth Advisors
Oklahoma
$372K +$372K +23,214 New
RPA
608
Rock Point Advisors
Vermont
$366K -$27.4K -1,710 -7%
TI
609
tru Independence
Oregon
$363K +$363K +22,710 New
LFG
610
Larson Financial Group
Missouri
$362K +$54.3K +3,396 +18%
FPW
611
Flagship Private Wealth
Massachusetts
$362K – – –
FSA
612
Fort Sheridan Advisors
Illinois
$355K – – –
S
613
SignatureFD
Georgia
$352K -$25.3K -1,578 -7%
SG
614
StoneX Group
New York
$351K +$96 +6 +0%
NNP
615
Nachman Norwood & Parrott
South Carolina
$351K +$288 +18 +0.1%
CWA
616
Clarity Wealth Advisors
California
$351K +$5.94K +372 +2%
MCP
617
Mirador Capital Partners
California
$350K -$4.99K -312 -1%
FP
618
Financial Perspectives
Minnesota
$350K +$346K +199,566 +9,503%
HHGA
619
Halbert Hargrove Global Advisors
California
$348K +$68.5K +4,272 +24%
RWA
620
Redhawk Wealth Advisors
Minnesota
$347K -$4.42K -276 -1%
MIM
621
Moseley Investment Management
Florida
$346K -$17.3K -1,080 -5%
SG
622
Swarthmore Group
Pennsylvania
$344K +$344K +21,498 New
BC
623
Barnett & Company
Tennessee
$341K -$154K -9,606 -31%
FC
624
Fusion Capital
South Carolina
$341K -$3.27K -204 -0.9%
APA
625
Allegiant Private Advisors
Florida
$339K – – –
23 24
25
26 27