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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 %
PAM
601
Private Asset Management
California
$468K – – –
AIA
602
Armor Investment Advisors
North Carolina
$467K +$30.6K +1,764 +7%
GCP
603
Gill Capital Partners
Colorado
$462K -$1.66K -96 -0.4%
SIA
604
SkyView Investment Advisors
New Jersey
$461K – – –
SAA
605
Southeast Asset Advisors
Georgia
$455K -$3.02K -174 -0.7%
LSC
606
Lesa Sroufe & Co
Washington
$454K -$21.3K -1,230 -4%
SCA
607
Stillwater Capital Advisors
Pennsylvania
$454K – – –
QCG
608
Quadrant Capital Group
Ohio
$454K – – –
PPA
609
Parametric Portfolio Associates
Washington
$453K +$195K +11,232 +75%
AWA
610
Arkadios Wealth Advisors
Georgia
$447K +$447K +25,824 New
Franklin Resources
611
Franklin Resources
California
$446K – – –
FF
612
Friedenthal Financial
New Jersey
$442K +$442K +25,488 New
SF
613
Summit Financial
New Jersey
$440K -$92.7K -5,352 -17%
HI
614
Hudock Inc
Pennsylvania
$439K -$52.4K -3,030 -11%
BIAS
615
Beacon Investment Advisory Services
New Jersey
$439K +$439K +25,338 New
FMN
616
Financial Management Network
California
$429K -$14.4K -822 -3%
M&T Bank
617
M&T Bank
New York
$429K – – –
EWA
618
Exencial Wealth Advisors
Oklahoma
$428K +$25.5K +1,470 +6%
LFG
619
Larson Financial Group
Missouri
$424K +$31.5K +1,818 +8%
MG
620
Mather Group
Illinois
$418K +$418K +24,096 New
MWA
621
Motive Wealth Advisors
Michigan
$418K +$418K +24,120 New
SHA
622
Seneca House Advisors
Virginia
$410K -$97.2K -5,610 -19%
SC
623
Savant Capital
Illinois
$408K -$416 -24 -0.1%
HCIA
624
Hochman Cole Investment Advisors
Illinois
$405K -$29.9K -1,728 -7%
CWS
625
Cypress Wealth Services
California
$403K -$1.34M -77,208 -77%
23 24
25
26 27