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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 %
SWA
626
Stratos Wealth Advisors
Ohio
$339K +$6.44K +402 +2%
GWM
627
Geneos Wealth Management
Colorado
$338K – – –
FA
628
Fagan Associates
New York
$336K -$13.7K -858 -4%
ACM
629
Armbruster Capital Management
New York
$336K -$8.64K -540 -3%
MA
630
Mutual Advisors
Nebraska
$336K +$14.2K +888 +4%
PCM
631
Palouse Capital Management
Washington
$330K -$47.9K -2,988 -13%
IC
632
Intersect Capital
California
$329K +$384 +24 +0.1%
TP
633
Tranquility Partners
Tennessee
$329K +$67.3K +4,212 +26%
PIM
634
Penobscot Investment Management
Massachusetts
$325K -$86.5K -5,400 -21%
GW
635
GW & Wade
Massachusetts
$324K +$324K +20,250 New
IAA
636
Independent Advisor Alliance
North Carolina
$322K -$12.9K -804 -4%
AL
637
ACAS LLC
California
$322K +$322K +20,094 New
SAG
638
Spotlight Asset Group
Illinois
$321K -$38K -2,376 -11%
PFA
639
Pathway Financial Advisors
Vermont
$319K – – –
TFS
640
Thoroughbred Financial Services
Tennessee
$319K +$106K +6,630 +50%
PIP
641
Peachtree Investment Partners
Florida
$318K -$1.06K -66 -0.3%
PLFAM
642
Pineno Levin & Ford Asset Management
Virginia
$318K +$36K +2,250 +13%
TWM
643
Tradition Wealth Management
Minnesota
$317K -$181K -11,280 -36%
ST
644
Spinnaker Trust
Maine
$317K +$317K +19,830 New
BWM
645
BT Wealth Management
Georgia
$316K +$316K +19,740 New
DADC
646
D.A. Davidson & Co
Montana
$312K -$671 -42 -0.2%
BDF
647
Balasa Dinverno & Foltz
$311K – – –
CCM
648
Colorado Capital Management
Colorado
$308K -$142K -8,868 -32%
EFL
649
ERn Financial LLC
Wisconsin
$307K -$767 -48 -0.2%
RWA
650
RGT Wealth Advisors
Texas
$307K +$1.54K +96 +0.5%
24 25
26
27 28