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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 %
WCM
626
Weik Capital Management
Pennsylvania
$391K -$36.9K -2,130 -9%
SWA
627
Stratos Wealth Advisors
Ohio
$390K +$23.1K +1,332 +6%
NL
628
NWAM LLC
Washington
$389K +$59.2K +3,420 +18%
RPA
629
Rock Point Advisors
Vermont
$387K -$9.36K -540 -2%
FPW
630
Flagship Private Wealth
Massachusetts
$387K – – –
IF
631
Intrua Financial
Texas
$384K -$21.5K -1,200 -5%
AAS
632
Avantax Advisory Services
Texas
$382K -$324K -18,654 -46%
FCA
633
FinTrust Capital Advisors
South Carolina
$381K -$26.9K -1,548 -7%
NNP
634
Nachman Norwood & Parrott
South Carolina
$380K +$416 +24 +0.1%
HHGA
635
Halbert Hargrove Global Advisors
California
$377K +$312 +18 +0.1%
RWA
636
Redhawk Wealth Advisors
Minnesota
$375K – – –
FWCM
637
Ferguson Wellman Capital Management
Oregon
$372K -$286K -16,530 -43%
APA
638
Allegiant Private Advisors
Florida
$366K – – –
SAG
639
Spotlight Asset Group
Illinois
$360K +$11.7K +672 +3%
GG
640
Gofen & Glossberg
Illinois
$360K +$94.2K +5,430 +35%
VCM
641
Versant Capital Management
Arizona
$359K -$127K -7,296 -26%
IC
642
Intersect Capital
California
$357K +$312 +18 +0.1%
ACM
643
Armbruster Capital Management
New York
$355K -$8.83K -510 -2%
PLFAM
644
Pineno Levin & Ford Asset Management
Virginia
$354K +$10.4K +600 +3%
Betterment LLC
645
Betterment LLC
New York
$353K +$353K +20,352 New
SG
646
StoneX Group
New York
$352K -$28.5K -1,644 -7%
MIM
647
Moseley Investment Management
Florida
$351K -$23.7K -1,368 -6%
HGWM
648
Horst & Graben Wealth Management
Oregon
$351K +$56.7K +3,270 +19%
EWF
649
Epstein & White Financial
California
$349K +$349K +20,148 New
FC
650
Fusion Capital
South Carolina
$348K -$21.2K -1,224 -6%
24 25
26
27 28