SCHX icon

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 %
RWA
626
Redhawk Wealth Advisors
Minnesota
$332K +$636 +42 +0.2%
SG
627
StoneX Group
New York
$332K +$88.4K +5,838 +36%
ACM
628
Armbruster Capital Management
New York
$327K -$3.92K -258 -1%
CWA
629
Clarity Wealth Advisors
California
$327K +$7.63K +504 +2%
FC
630
Fusion Capital
South Carolina
$326K -$109K -7,158 -25%
APA
631
Allegiant Private Advisors
Florida
$321K +$321K +21,150 New
PCM
632
Parsons Capital Management
Rhode Island
$319K -$9.45K -624 -3%
IAA
633
Independent Advisor Alliance
North Carolina
$317K -$46.5K -3,066 -13%
SWA
634
Stratos Wealth Advisors
Ohio
$315K -$33.1K -2,184 -10%
IC
635
Intersect Capital
California
$311K +$311K +20,538 New
MA
636
Mutual Advisors
Nebraska
$305K +$3.83K +252 +1%
PIP
637
Peachtree Investment Partners
Florida
$303K +$64.6K +4,254 +27%
DADC
638
D.A. Davidson & Co
Montana
$297K – – –
H
639
HoyleCohen
California
$296K -$12.7K -840 -4%
VBFG
640
Vishria Bird Financial Group
Tennessee
$295K -$15K -990 -5%
PFA
641
Pathway Financial Advisors
Vermont
$295K – – –
BDF
642
Balasa Dinverno & Foltz
$294K – – –
LFG
643
Larson Financial Group
Missouri
$292K -$90.1K -5,934 -24%
EFL
644
ERn Financial LLC
Wisconsin
$292K +$819 +54 +0.3%
RWA
645
RGT Wealth Advisors
Texas
$289K +$1.18K +78 +0.4%
NHC
646
Nicholas Hoffman & Company
Georgia
$286K -$11.1K -732 -4%
CG
647
CFO4Life Group
Texas
$273K – – –
SW
648
SteelPeak Wealth
California
$273K +$273K +18,036 New
BAM
649
Bellevue Asset Management
Washington
$269K -$187 -12 -0.1%
EWM
650
Evercore Wealth Management
New York
$268K – – –
24 25
26
27 28